WAM
CCT

Wealthspire Advisors (Maryland)’s Corporate Capital Trust, Inc. CCT Stock Holding History

Wealthspire Advisors (Maryland)’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
-651
Closed -$10K – 2667
2018
Q3 		$10K Hold
651
– – ﹤0.01% 1542
2018
Q2 		$10K Hold
651
– – ﹤0.01% 1563
2018
Q1 		$11K Hold
651
– – ﹤0.01% 1556
2017
Q4 		$10K Buy
+651
New +$11.4K ﹤0.01% 1606

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

Wealthspire Advisors (Maryland)'s CCT Position: Q4 2018 in Review

Wealthspire Advisors (Maryland) sold out of Corporate Capital Trust, Inc. (CCT) in Q4 2018, closing a stake of 651 shares — an estimated $10K sold.

Wealthspire Advisors (Maryland) first reported a position in CCT in Q4 2017 and held it in 4 quarters. The position peaked at $11K in Q1 2018. 6 funds tracked by Wall St. Rank hold CCT as of Q4 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Corporate Capital Trust, Inc. position as of Q4 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 651 Corporate Capital Trust, Inc. shares in Q4 2018, an estimated $10K.
  • Wealthspire Advisors (Maryland) first reported a position in Corporate Capital Trust, Inc. in Q4 2017 and held it in 4 quarters.
  • Wealthspire Advisors (Maryland)'s Corporate Capital Trust, Inc. position peaked at $11K in Q1 2018.
  • 6 funds tracked by Wall St. Rank held Corporate Capital Trust, Inc. as of Q4 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2018, filed 14 Feb 2019.