American Portfolios Advisors’s Stellus Capital Investment Corp SCM Stock Holding History

American Portfolios Advisors’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
2022 Q3	$1.87K	Buy	157 +4	+3%	+$52	﹤0.01%	3147
2022 Q2	$1.7K	Buy	+153	New	+$1.98K	﹤0.01%	3177
2021 Q1	–	Sell	-1,600	Closed	-$17.4K	–	3313
2020 Q4	$17.4K	Hold	1,600	–	–	﹤0.01%	1875
2020 Q3	$13.9K	Hold	1,600	–	–	﹤0.01%	1850
2020 Q2	$11.6K	Hold	1,600	–	–	﹤0.01%	1865
2020 Q1	$11.7K	Sell	1,600 -3,000	-65%	-$37.5K	﹤0.01%	1744
2019 Q4	$65.5K	Buy	4,600 +3,000	+188%	+$41.9K	﹤0.01%	1241
2019 Q3	$21.8K	Hold	1,600	–	–	﹤0.01%	1624
2019 Q2	$22.1K	Hold	1,600	–	–	﹤0.01%	1635
2019 Q1	$22.6K	Hold	1,600	–	–	﹤0.01%	1551
2018 Q4	$20.7K	Hold	1,600	–	–	﹤0.01%	1356
2018 Q3	$21.8K	Hold	1,600	–	–	﹤0.01%	1453
2018 Q2	$20.4K	Hold	1,600	–	–	﹤0.01%	1450
2018 Q1	$18.4K	Buy	+1,600	New	+$19.3K	﹤0.01%	1410

Other funds holding SCM

Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return

Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

GCM

Gables Capital Management Miami, Florida $236M AUM 32.91% 1-Year Est. Return

American Portfolios Advisors's SCM Position: Q3 2022 in Review

American Portfolios Advisors increased its Stellus Capital Investment Corp (SCM) stake by 2.6% in Q3 2022, buying an estimated $52 and bringing the position to 157 shares worth $1.87K. The position accounts for ﹤0.01% of the portfolio, ranked #3147.

American Portfolios Advisors first reported a position in SCM in Q1 2018 and has held it in 14 quarters since. The position peaked at $65.5K in Q4 2019. 51 funds tracked by Wall St. Rank hold SCM as of Q3 2022.

American Portfolios Advisors held 157 shares of Stellus Capital Investment Corp worth $1.87K as of Q3 2022.
American Portfolios Advisors bought 4 Stellus Capital Investment Corp shares in Q3 2022, an estimated $52.
Stellus Capital Investment Corp made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #3147 holding.
American Portfolios Advisors first reported a position in Stellus Capital Investment Corp in Q1 2018 and has held it in 14 quarters since.
American Portfolios Advisors's Stellus Capital Investment Corp position peaked at $65.5K in Q4 2019.
51 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.