Dimensional Fund Advisors
SCM icon

Dimensional Fund Advisors’s Stellus Capital Investment Corp SCM Stock Holding History

Dimensional Fund 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
2014
Q3 		– Sell
-2,600
Closed -$38K – 3564
2014
Q2 		$38K Hold
2,600
– – ﹤0.01% 3460
2014
Q1 		$37K Sell
2,600
-11
-0.4% -$161 ﹤0.01% 3474
2013
Q4 		$39K Buy
+2,611
New +$38.6K ﹤0.01% 3435

Other funds holding SCM

D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $120M AUM 52.72% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
BCM
Buckhead Capital Management Atlanta, Georgia $265M AUM 11.84% 1-Year Est. Return
VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors's SCM Position: Q3 2014 in Review

Dimensional Fund Advisors sold out of Stellus Capital Investment Corp (SCM) in Q3 2014, closing a stake of 2,600 shares — an estimated $38K sold.

Dimensional Fund Advisors first reported a position in SCM in Q4 2013 and held it in 3 quarters. The position peaked at $39K in Q4 2013. 30 funds tracked by Wall St. Rank hold SCM as of Q3 2014.

  • Dimensional Fund Advisors reported no remaining Stellus Capital Investment Corp position as of Q3 2014 after selling out during the quarter.
  • Dimensional Fund Advisors sold 2,600 Stellus Capital Investment Corp shares in Q3 2014, an estimated $38K.
  • Dimensional Fund Advisors first reported a position in Stellus Capital Investment Corp in Q4 2013 and held it in 3 quarters.
  • Dimensional Fund Advisors's Stellus Capital Investment Corp position peaked at $39K in Q4 2013.
  • 30 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q3 2014.

Based on Dimensional Fund Advisors's 13F filing for Q3 2014, filed 13 Nov 2014.