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Allen Investment Management’s Stellus Capital Investment Corp SCM Stock Holding History

Allen Investment Management’s Portfolio SCM Stock Details SCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-20,930
Closed -$301K – 162
2014
Q1 		$301K Buy
+20,930
New +$306K 0.05% 100

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Northern Trust
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Deutsche Bank
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BlackRock Group
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allen Investment Management's SCM Position: Q2 2014 in Review

Allen Investment Management sold out of Stellus Capital Investment Corp (SCM) in Q2 2014, closing a stake of 20,930 shares — an estimated $301K sold.

Allen Investment Management first reported a position in SCM in Q1 2014 and held it in 1 quarter. The position peaked at $301K in Q1 2014. 39 funds tracked by Wall St. Rank hold SCM as of Q2 2014.

  • Allen Investment Management reported no remaining Stellus Capital Investment Corp position as of Q2 2014 after selling out during the quarter.
  • Allen Investment Management sold 20,930 Stellus Capital Investment Corp shares in Q2 2014, an estimated $301K.
  • Allen Investment Management first reported a position in Stellus Capital Investment Corp in Q1 2014 and held it in 1 quarter.
  • Allen Investment Management's Stellus Capital Investment Corp position peaked at $301K in Q1 2014.
  • 39 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q2 2014.

Based on Allen Investment Management's 13F filing for Q2 2014, filed 14 Aug 2014.