WAP
CCT

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

Wealthcare Advisory 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
Q4 		– Sell
-9,372
Closed -$143K – 1322
2018
Q3 		$143K Sell
9,372
-5,500
-37% -$90.4K 0.03% 267
2018
Q2 		$232K Buy
14,872
+5,205
+54% +$86.5K 0.05% 196
2018
Q1 		$163K Buy
9,667
+8,738
+941% +$140K 0.04% 218
2017
Q4 		$15K Buy
+929
New +$16.3K ﹤0.01% 599

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

Wealthcare Advisory Partners's CCT Position: Q4 2018 in Review

Wealthcare Advisory Partners sold out of Corporate Capital Trust, Inc. (CCT) in Q4 2018, closing a stake of 9,372 shares — an estimated $143K sold.

Wealthcare Advisory Partners first reported a position in CCT in Q4 2017 and held it in 4 quarters. The position peaked at $232K in Q2 2018. 6 funds tracked by Wall St. Rank hold CCT as of Q4 2018.

  • Wealthcare Advisory Partners reported no remaining Corporate Capital Trust, Inc. position as of Q4 2018 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 9,372 Corporate Capital Trust, Inc. shares in Q4 2018, an estimated $143K.
  • Wealthcare Advisory Partners first reported a position in Corporate Capital Trust, Inc. in Q4 2017 and held it in 4 quarters.
  • Wealthcare Advisory Partners's Corporate Capital Trust, Inc. position peaked at $232K in Q2 2018.
  • 6 funds tracked by Wall St. Rank held Corporate Capital Trust, Inc. as of Q4 2018.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2018, filed 14 Feb 2019.