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

IFP 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
2018
Q3 		– Sell
-365
Closed -$5K – 3994
2018
Q2 		$5K Sell
365
-209
-36% -$2.66K ﹤0.01% 3281
2018
Q1 		$8K Hold
574
– – ﹤0.01% 2943
2017
Q4 		$8K Buy
+574
New +$7.69K ﹤0.01% 2988

Other funds holding SCM

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
GCM
Gables Capital Management Miami, Florida $236M AUM 32.91% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

IFP Advisors's SCM Position: Q3 2018 in Review

IFP Advisors sold out of Stellus Capital Investment Corp (SCM) in Q3 2018, closing a stake of 365 shares — an estimated $5K sold.

IFP Advisors first reported a position in SCM in Q4 2017 and held it in 3 quarters. The position peaked at $8K in Q1 2018. 40 funds tracked by Wall St. Rank hold SCM as of Q3 2018.

  • IFP Advisors reported no remaining Stellus Capital Investment Corp position as of Q3 2018 after selling out during the quarter.
  • IFP Advisors sold 365 Stellus Capital Investment Corp shares in Q3 2018, an estimated $5K.
  • IFP Advisors first reported a position in Stellus Capital Investment Corp in Q4 2017 and held it in 3 quarters.
  • IFP Advisors's Stellus Capital Investment Corp position peaked at $8K in Q1 2018.
  • 40 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q3 2018.

Based on IFP Advisors's 13F filing for Q3 2018, filed 25 Oct 2018.