Creative Planning
SCM icon

Creative Planning’s Stellus Capital Investment Corp SCM Stock Holding History

Creative Planning’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
2017
Q3 		– Sell
-1,250
Closed -$17K – 3381
2017
Q2 		$17K Buy
1,250
+1,000
+400% +$14K ﹤0.01% 3283
2017
Q1 		$4K Sell
250
-500
-67% -$6.84K ﹤0.01% 4071
2016
Q4 		$9K Sell
750
-2,250
-75% -$25.7K ﹤0.01% 3622
2016
Q3 		$33K Buy
+3,000
New +$33.1K ﹤0.01% 2675

Other funds holding SCM

MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Creative Planning's SCM Position: Q3 2017 in Review

Creative Planning sold out of Stellus Capital Investment Corp (SCM) in Q3 2017, closing a stake of 1,250 shares — an estimated $17K sold.

Creative Planning first reported a position in SCM in Q3 2016 and held it in 4 quarters. The position peaked at $33K in Q3 2016. 45 funds tracked by Wall St. Rank hold SCM as of Q3 2017.

  • Creative Planning reported no remaining Stellus Capital Investment Corp position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 1,250 Stellus Capital Investment Corp shares in Q3 2017, an estimated $17K.
  • Creative Planning first reported a position in Stellus Capital Investment Corp in Q3 2016 and held it in 4 quarters.
  • Creative Planning's Stellus Capital Investment Corp position peaked at $33K in Q3 2016.
  • 45 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.