WEC
CCUR

Winslow Evans & Crocker’s CCUR Holdings, Inc. Common Stock CCUR Stock Holding History

Winslow Evans & Crocker’s Portfolio CCUR Stock Details CCUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-100
Closed -$576 – 1171
2017
Q4 		$576 Hold
100
– – ﹤0.01% 1091
2017
Q3 		$600 Hold
100
– – ﹤0.01% 1079
2017
Q2 		$665 Hold
100
– – ﹤0.01% 1225
2017
Q1 		$486 Hold
100
– – ﹤0.01% 1209
2016
Q4 		$536 Hold
100
– – ﹤0.01% 1210
2016
Q3 		$550 Hold
100
– – ﹤0.01% 1249
2016
Q2 		$522 Hold
100
– – ﹤0.01% 1234
2016
Q1 		$590 Hold
100
– – ﹤0.01% 1228
2015
Q4 		$496 Hold
100
– – ﹤0.01% 1322
2015
Q3 		$472 Hold
100
– – ﹤0.01% 1250
2015
Q2 		$620 Hold
100
– – ﹤0.01% 1255
2015
Q1 		$634 Hold
100
– – ﹤0.01% 1228
2014
Q4 		$710 Hold
100
– – ﹤0.01% 1247
2014
Q3 		$728 Hold
100
– – ﹤0.01% 1338
2014
Q2 		$746 Hold
100
– – ﹤0.01% 1245
2014
Q1 		$817 Hold
100
– – ﹤0.01% 1230
2013
Q4 		$1K Buy
+100
New +$746 ﹤0.01% 1375

Other funds holding CCUR

PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.82B AUM 15.4% 1-Year Est. Return

Winslow Evans & Crocker's CCUR Position: Q1 2018 in Review

Winslow Evans & Crocker sold out of CCUR Holdings, Inc. Common Stock (CCUR) in Q1 2018, closing a stake of 100 shares — an estimated $576 sold.

Winslow Evans & Crocker first reported a position in CCUR in Q4 2013 and held it in 17 quarters. The position peaked at $1K in Q4 2013. 4 funds tracked by Wall St. Rank hold CCUR as of Q1 2018.

  • Winslow Evans & Crocker reported no remaining CCUR Holdings, Inc. Common Stock position as of Q1 2018 after selling out during the quarter.
  • Winslow Evans & Crocker sold 100 CCUR Holdings, Inc. Common Stock shares in Q1 2018, an estimated $576.
  • Winslow Evans & Crocker first reported a position in CCUR Holdings, Inc. Common Stock in Q4 2013 and held it in 17 quarters.
  • Winslow Evans & Crocker's CCUR Holdings, Inc. Common Stock position peaked at $1K in Q4 2013.
  • 4 funds tracked by Wall St. Rank held CCUR Holdings, Inc. Common Stock as of Q1 2018.

Based on Winslow Evans & Crocker's 13F filing for Q1 2018, filed 26 Apr 2018.