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

Arcadia 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
2016
Q3 		– Sell
-1,955
Closed -$20K – 418
2016
Q2 		$20K Buy
+1,955
New +$19.8K 0.01% 337

Other funds holding SCM

Advisors Asset Management
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Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Freestone Capital Holdings
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
BCM
Buckhead Capital Management Atlanta, Georgia $292M AUM 21.14% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nuveen Fund Advisors
Nuveen Fund Advisors Chicago, Illinois $239K AUM 19.32% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Arcadia Investment Management's SCM Position: Q3 2016 in Review

Arcadia Investment Management sold out of Stellus Capital Investment Corp (SCM) in Q3 2016, closing a stake of 1,955 shares — an estimated $20K sold.

Arcadia Investment Management first reported a position in SCM in Q2 2016 and held it in 1 quarter. The position peaked at $20K in Q2 2016. 38 funds tracked by Wall St. Rank hold SCM as of Q3 2016.

  • Arcadia Investment Management reported no remaining Stellus Capital Investment Corp position as of Q3 2016 after selling out during the quarter.
  • Arcadia Investment Management sold 1,955 Stellus Capital Investment Corp shares in Q3 2016, an estimated $20K.
  • Arcadia Investment Management first reported a position in Stellus Capital Investment Corp in Q2 2016 and held it in 1 quarter.
  • Arcadia Investment Management's Stellus Capital Investment Corp position peaked at $20K in Q2 2016.
  • 38 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q3 2016.

Based on Arcadia Investment Management's 13F filing for Q3 2016, filed 26 Oct 2016.