NFG
SCM icon

Next Financial Group’s Stellus Capital Investment Corp SCM Stock Holding History

Next Financial Group’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
2019
Q3 		– Sell
-3,000
Closed -$41K – 2408
2019
Q2 		$41K Buy
+3,000
New +$42.3K ﹤0.01% 1230
2017
Q3 		– Sell
-99
Closed -$1K – 1932
2017
Q2 		$1K Buy
+99
New +$1.38K ﹤0.01% 1859
2017
Q1 		– Sell
-11,000
Closed -$133K – 2225
2016
Q4 		$133K Buy
11,000
+7,000
+175% +$80K 0.02% 597
2016
Q3 		$44K Buy
+4,000
New +$44.2K 0.01% 1004

Other funds holding SCM

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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
VEA
Virtus ETF Advisers New York $215M AUM 53.68% 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
GCM
Gables Capital Management Miami, Florida $236M AUM 32.91% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Next Financial Group's SCM Position: Q3 2019 in Review

Next Financial Group sold out of Stellus Capital Investment Corp (SCM) in Q3 2019, closing a stake of 3,000 shares — an estimated $41K sold.

Next Financial Group first reported a position in SCM in Q3 2016 and held it in 4 quarters. The position peaked at $133K in Q4 2016. 46 funds tracked by Wall St. Rank hold SCM as of Q3 2019.

  • Next Financial Group reported no remaining Stellus Capital Investment Corp position as of Q3 2019 after selling out during the quarter.
  • Next Financial Group sold 3,000 Stellus Capital Investment Corp shares in Q3 2019, an estimated $41K.
  • Next Financial Group first reported a position in Stellus Capital Investment Corp in Q3 2016 and held it in 4 quarters.
  • Next Financial Group's Stellus Capital Investment Corp position peaked at $133K in Q4 2016.
  • 46 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q3 2019.

Based on Next Financial Group's 13F filing for Q3 2019, filed 17 Oct 2019.