Prospera Financial Services’s Corporate Capital Trust, Inc. CCT Stock Holding History

Prospera Financial Services’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	-42,467	Closed	-$663K	–	458
2018 Q3	$663K	Hold	42,467	–	–	0.12%	174
2018 Q2	$663K	Buy	42,467 +1,732	+4%	+$28.8K	0.09%	188
2018 Q1	$688K	Buy	+40,735	New	+$651K	0.1%	190

Other funds holding CCT

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Webster Bank Waterbury, Connecticut $1.15B AUM 23.08% 1-Year Est. Return

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

Prospera Financial Services's CCT Position: Q4 2018 in Review

Prospera Financial Services sold out of Corporate Capital Trust, Inc. (CCT) in Q4 2018, closing a stake of 42,467 shares — an estimated $663K sold.

Prospera Financial Services first reported a position in CCT in Q1 2018 and held it in 3 quarters. The position peaked at $688K in Q1 2018. 6 funds tracked by Wall St. Rank hold CCT as of Q4 2018.

Prospera Financial Services reported no remaining Corporate Capital Trust, Inc. position as of Q4 2018 after selling out during the quarter.
Prospera Financial Services sold 42,467 Corporate Capital Trust, Inc. shares in Q4 2018, an estimated $663K.
Prospera Financial Services first reported a position in Corporate Capital Trust, Inc. in Q1 2018 and held it in 3 quarters.
Prospera Financial Services's Corporate Capital Trust, Inc. position peaked at $688K in Q1 2018.
6 funds tracked by Wall St. Rank held Corporate Capital Trust, Inc. as of Q4 2018.

Based on Prospera Financial Services's 13F filing for Q4 2018, filed 13 Feb 2019.