NFG
CCT

Next Financial Group’s Corporate Capital Trust, Inc. CCT Stock Holding History

Next Financial Group’s Portfolio CCT Stock Details CCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,548
Closed -$24K – 2179
2018
Q3 		$24K Buy
+1,548
New +$25.4K 0.01% 737

Other funds holding CCT

CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
WB
Webster Bank Waterbury, Connecticut $1.15B AUM 23.08% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
EWM
Executive Wealth Management Brighton, Michigan $1.28B AUM 16.54% 1-Year Est. Return
AIM
Advantage Investment Management Cedar Rapids, Iowa $128M AUM 0.94% 1-Year Est. Return

Next Financial Group's CCT Position: Q4 2018 in Review

Next Financial Group sold out of Corporate Capital Trust, Inc. (CCT) in Q4 2018, closing a stake of 1,548 shares — an estimated $24K sold.

Next Financial Group first reported a position in CCT in Q3 2018 and held it in 1 quarter. The position peaked at $24K in Q3 2018. 6 funds tracked by Wall St. Rank hold CCT as of Q4 2018.

  • Next Financial Group reported no remaining Corporate Capital Trust, Inc. position as of Q4 2018 after selling out during the quarter.
  • Next Financial Group sold 1,548 Corporate Capital Trust, Inc. shares in Q4 2018, an estimated $24K.
  • Next Financial Group first reported a position in Corporate Capital Trust, Inc. in Q3 2018 and held it in 1 quarter.
  • Next Financial Group's Corporate Capital Trust, Inc. position peaked at $24K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Corporate Capital Trust, Inc. as of Q4 2018.

Based on Next Financial Group's 13F filing for Q4 2018, filed 11 Feb 2019.