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Cetera Advisors’s Stellus Capital Investment Corp SCM Stock Holding History

Cetera 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
2023
Q3 		– Sell
-19,004
Closed -$267K – 1787
2023
Q2 		$267K Buy
19,004
+995
+6% +$14.1K ﹤0.01% 1363
2023
Q1 		$254K Sell
18,009
-465
-3% -$6.71K ﹤0.01% 1371
2022
Q4 		$245K Buy
+18,474
New +$244K ﹤0.01% 1339

Other funds holding SCM

Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
SM
Scoggin Management New York $1.04B AUM 232.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return

Cetera Advisors's SCM Position: Q3 2023 in Review

Cetera Advisors sold out of Stellus Capital Investment Corp (SCM) in Q3 2023, closing a stake of 19,004 shares — an estimated $267K sold.

Cetera Advisors first reported a position in SCM in Q4 2022 and held it in 3 quarters. The position peaked at $267K in Q2 2023. 63 funds tracked by Wall St. Rank hold SCM as of Q3 2023.

  • Cetera Advisors reported no remaining Stellus Capital Investment Corp position as of Q3 2023 after selling out during the quarter.
  • Cetera Advisors sold 19,004 Stellus Capital Investment Corp shares in Q3 2023, an estimated $267K.
  • Cetera Advisors first reported a position in Stellus Capital Investment Corp in Q4 2022 and held it in 3 quarters.
  • Cetera Advisors's Stellus Capital Investment Corp position peaked at $267K in Q2 2023.
  • 63 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q3 2023.

Based on Cetera Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.