Cambridge Investment Research Advisors
SCM icon

Cambridge Investment Research Advisors’s Stellus Capital Investment Corp SCM Stock Holding History

Cambridge Investment Research 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
-11,000
Closed -$138K – 3188
2021
Q2 		$138K Sell
11,000
-3,000
-21% -$39.6K ﹤0.01% 2915
2021
Q1 		$178K Sell
14,000
-42,484
-75% -$487K ﹤0.01% 2663
2020
Q4 		$615K Sell
56,484
-13,651
-19% -$135K ﹤0.01% 1630
2020
Q3 		$610K Buy
70,135
+2,041
+3% +$16.6K ﹤0.01% 1483
2020
Q2 		$496K Hold
68,094
– – ﹤0.01% 1560
2020
Q1 		$496K Buy
68,094
+10,912
+19% +$136K ﹤0.01% 1368
2019
Q4 		$814K Buy
57,182
+7,474
+15% +$104K 0.01% 1275
2019
Q3 		$678K Buy
+49,708
New +$684K 0.01% 1302

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

Cambridge Investment Research Advisors's SCM Position: Q3 2021 in Review

Cambridge Investment Research Advisors sold out of Stellus Capital Investment Corp (SCM) in Q3 2021, closing a stake of 11,000 shares — an estimated $138K sold.

Cambridge Investment Research Advisors first reported a position in SCM in Q3 2019 and held it in 8 quarters. The position peaked at $814K in Q4 2019. 45 funds tracked by Wall St. Rank hold SCM as of Q3 2021.

  • Cambridge Investment Research Advisors reported no remaining Stellus Capital Investment Corp position as of Q3 2021 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 11,000 Stellus Capital Investment Corp shares in Q3 2021, an estimated $138K.
  • Cambridge Investment Research Advisors first reported a position in Stellus Capital Investment Corp in Q3 2019 and held it in 8 quarters.
  • Cambridge Investment Research Advisors's Stellus Capital Investment Corp position peaked at $814K in Q4 2019.
  • 45 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q3 2021.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.