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B. Riley Wealth Advisors’s Stellus Capital Investment Corp SCM Stock Holding History

B. Riley Wealth 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
2021
Q3 		– Sell
-11,833
Closed -$149K – 1464
2021
Q2 		$149K Buy
+11,833
New +$156K ﹤0.01% 1272
2021
Q1 		– Sell
-10,952
Closed -$120K – 1404
2020
Q4 		$120K Buy
+10,952
New +$108K 0.01% 975

Other funds holding SCM

AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 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
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
GCM
Gables Capital Management Miami, Florida $236M AUM 32.91% 1-Year Est. Return

B. Riley Wealth Advisors's SCM Position: Q3 2021 in Review

B. Riley Wealth Advisors sold out of Stellus Capital Investment Corp (SCM) in Q3 2021, closing a stake of 11,833 shares — an estimated $149K sold.

B. Riley Wealth Advisors first reported a position in SCM in Q4 2020 and held it in 2 quarters. The position peaked at $149K in Q2 2021. 45 funds tracked by Wall St. Rank hold SCM as of Q3 2021.

  • B. Riley Wealth Advisors reported no remaining Stellus Capital Investment Corp position as of Q3 2021 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 11,833 Stellus Capital Investment Corp shares in Q3 2021, an estimated $149K.
  • B. Riley Wealth Advisors first reported a position in Stellus Capital Investment Corp in Q4 2020 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Stellus Capital Investment Corp position peaked at $149K in Q2 2021.
  • 45 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q3 2021.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2021, filed 16 Nov 2021.