Sargent Bickham Lagudis’s Corporate Capital Trust, Inc. CCT Stock Holding History

Sargent Bickham Lagudis’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	-1,033	Closed	-$16K	–	819
2018 Q3	$16K	Hold	1,033	–	–	﹤0.01%	541
2018 Q2	$16K	Hold	1,033	–	–	﹤0.01%	527
2018 Q1	$17K	Hold	1,033	–	–	﹤0.01%	505
2017 Q4	$17K	Buy	+1,033	New	+$18.1K	﹤0.01%	521

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

Sargent Bickham Lagudis's CCT Position: Q4 2018 in Review

Sargent Bickham Lagudis sold out of Corporate Capital Trust, Inc. (CCT) in Q4 2018, closing a stake of 1,033 shares — an estimated $16K sold.

Sargent Bickham Lagudis first reported a position in CCT in Q4 2017 and held it in 4 quarters. The position peaked at $17K in Q1 2018. 6 funds tracked by Wall St. Rank hold CCT as of Q4 2018.

Sargent Bickham Lagudis reported no remaining Corporate Capital Trust, Inc. position as of Q4 2018 after selling out during the quarter.
Sargent Bickham Lagudis sold 1,033 Corporate Capital Trust, Inc. shares in Q4 2018, an estimated $16K.
Sargent Bickham Lagudis first reported a position in Corporate Capital Trust, Inc. in Q4 2017 and held it in 4 quarters.
Sargent Bickham Lagudis's Corporate Capital Trust, Inc. position peaked at $17K in Q1 2018.
6 funds tracked by Wall St. Rank held Corporate Capital Trust, Inc. as of Q4 2018.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2018, filed 13 Sep 2021.