TWA
CCT

TCI Wealth Advisors’s Corporate Capital Trust, Inc. CCT Stock Holding History

TCI Wealth Advisors’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
-1,724
Closed -$29K – 1674
2018
Q1 		$29K Hold
1,724
– – 0.01% 418
2017
Q4 		$28K Buy
+1,724
New +$30.2K 0.01% 439

Other funds holding CCT

HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
LPL Financial
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
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Commonwealth Equity Services
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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

TCI Wealth Advisors's CCT Position: Q2 2018 in Review

TCI Wealth Advisors sold out of Corporate Capital Trust, Inc. (CCT) in Q2 2018, closing a stake of 1,724 shares — an estimated $29K sold.

TCI Wealth Advisors first reported a position in CCT in Q4 2017 and held it in 2 quarters. The position peaked at $29K in Q1 2018. 172 funds tracked by Wall St. Rank hold CCT as of Q2 2018.

  • TCI Wealth Advisors reported no remaining Corporate Capital Trust, Inc. position as of Q2 2018 after selling out during the quarter.
  • TCI Wealth Advisors sold 1,724 Corporate Capital Trust, Inc. shares in Q2 2018, an estimated $29K.
  • TCI Wealth Advisors first reported a position in Corporate Capital Trust, Inc. in Q4 2017 and held it in 2 quarters.
  • TCI Wealth Advisors's Corporate Capital Trust, Inc. position peaked at $29K in Q1 2018.
  • 172 funds tracked by Wall St. Rank held Corporate Capital Trust, Inc. as of Q2 2018.

Based on TCI Wealth Advisors's 13F filing for Q2 2018, filed 27 Jul 2018.