SWS Partners’s Corporate Capital Trust, Inc. CCT Stock Holding History

SWS Partners’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 Q2	–	Sell	-3,029	Closed	-$51K	–	365
2018 Q1	$51K	Sell	3,029 -513	-14%	-$8.2K	0.04%	144
2017 Q4	$57K	Buy	+3,542	New	+$62.1K	0.04%	128

Other funds holding CCT

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

SWS Partners's CCT Position: Q2 2018 in Review

SWS Partners sold out of Corporate Capital Trust, Inc. (CCT) in Q2 2018, closing a stake of 3,029 shares — an estimated $51K sold.

SWS Partners first reported a position in CCT in Q4 2017 and held it in 2 quarters. The position peaked at $57K in Q4 2017. 172 funds tracked by Wall St. Rank hold CCT as of Q2 2018.

SWS Partners reported no remaining Corporate Capital Trust, Inc. position as of Q2 2018 after selling out during the quarter.
SWS Partners sold 3,029 Corporate Capital Trust, Inc. shares in Q2 2018, an estimated $51K.
SWS Partners first reported a position in Corporate Capital Trust, Inc. in Q4 2017 and held it in 2 quarters.
SWS Partners's Corporate Capital Trust, Inc. position peaked at $57K in Q4 2017.
172 funds tracked by Wall St. Rank held Corporate Capital Trust, Inc. as of Q2 2018.

Based on SWS Partners's 13F filing for Q2 2018, filed 13 Aug 2018.