Axa
SCM icon

Axa’s Stellus Capital Investment Corp SCM Stock Holding History

Axa’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
2019
Q1 		– Sell
-33,500
Closed -$434K – 1374
2018
Q4 		$434K Sell
33,500
-13,200
-28% -$172K ﹤0.01% 1112
2018
Q3 		$637K Hold
46,700
– – ﹤0.01% 1107
2018
Q2 		$597K Hold
46,700
– – ﹤0.01% 1107
2018
Q1 		$538K Hold
46,700
– – ﹤0.01% 1145
2017
Q4 		$614K Buy
46,700
+33,500
+254% +$449K ﹤0.01% 1116
2017
Q3 		$180K Buy
+13,200
New +$180K ﹤0.01% 1276

Other funds holding SCM

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GCM
Gables Capital Management Miami, Florida $236M AUM 32.91% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Axa's SCM Position: Q1 2019 in Review

Axa sold out of Stellus Capital Investment Corp (SCM) in Q1 2019, closing a stake of 33,500 shares — an estimated $434K sold.

Axa first reported a position in SCM in Q3 2017 and held it in 6 quarters. The position peaked at $637K in Q3 2018. 56 funds tracked by Wall St. Rank hold SCM as of Q1 2019.

  • Axa reported no remaining Stellus Capital Investment Corp position as of Q1 2019 after selling out during the quarter.
  • Axa sold 33,500 Stellus Capital Investment Corp shares in Q1 2019, an estimated $434K.
  • Axa first reported a position in Stellus Capital Investment Corp in Q3 2017 and held it in 6 quarters.
  • Axa's Stellus Capital Investment Corp position peaked at $637K in Q3 2018.
  • 56 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q1 2019.

Based on Axa's 13F filing for Q1 2019, filed 14 May 2019.