UCFA
CCT

United Capital Financial Advisors’s Corporate Capital Trust, Inc. CCT Stock Holding History

United Capital Financial 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
Q4 		– Sell
-17,408
Closed -$266K – 1398
2018
Q3 		$266K Buy
17,408
+3,070
+21% +$50.4K ﹤0.01% 1158
2018
Q2 		$224K Buy
14,338
+2,709
+23% +$45K ﹤0.01% 1193
2018
Q1 		$197K Sell
11,629
-2,509
-18% -$40.1K ﹤0.01% 1240
2017
Q4 		$226K Buy
+14,138
New +$248K ﹤0.01% 1207

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

United Capital Financial Advisors's CCT Position: Q4 2018 in Review

United Capital Financial Advisors sold out of Corporate Capital Trust, Inc. (CCT) in Q4 2018, closing a stake of 17,408 shares — an estimated $266K sold.

United Capital Financial Advisors first reported a position in CCT in Q4 2017 and held it in 4 quarters. The position peaked at $266K in Q3 2018. 6 funds tracked by Wall St. Rank hold CCT as of Q4 2018.

  • United Capital Financial Advisors reported no remaining Corporate Capital Trust, Inc. position as of Q4 2018 after selling out during the quarter.
  • United Capital Financial Advisors sold 17,408 Corporate Capital Trust, Inc. shares in Q4 2018, an estimated $266K.
  • United Capital Financial Advisors first reported a position in Corporate Capital Trust, Inc. in Q4 2017 and held it in 4 quarters.
  • United Capital Financial Advisors's Corporate Capital Trust, Inc. position peaked at $266K in Q3 2018.
  • 6 funds tracked by Wall St. Rank held Corporate Capital Trust, Inc. as of Q4 2018.

Based on United Capital Financial Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.