Northwestern Mutual Wealth Management
SCM icon

Northwestern Mutual Wealth Management’s Stellus Capital Investment Corp SCM Stock Holding History

Northwestern Mutual Wealth Management’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
2024
Q2 		– Sell
-500
Closed -$6.54K – 3786
2024
Q1 		$6.54K Buy
+500
New +$6.51K ﹤0.01% 2764
2021
Q4 		– Sell
-822
Closed -$11K – 3308
2021
Q3 		$11K Buy
+822
New +$10.8K ﹤0.01% 2435
2015
Q4 		– Sell
-1,000
Closed -$10K – 1813
2015
Q3 		$10K Buy
+1,000
New +$10.8K ﹤0.01% 1091

Other funds holding SCM

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
IWA
Icon Wealth Advisors Houston, Texas $1.54B AUM 18.41% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return

Northwestern Mutual Wealth Management's SCM Position: Q2 2024 in Review

Northwestern Mutual Wealth Management sold out of Stellus Capital Investment Corp (SCM) in Q2 2024, closing a stake of 500 shares — an estimated $6.54K sold.

Northwestern Mutual Wealth Management first reported a position in SCM in Q3 2015 and held it in 3 quarters. The position peaked at $11K in Q3 2021. 52 funds tracked by Wall St. Rank hold SCM as of Q2 2024.

  • Northwestern Mutual Wealth Management reported no remaining Stellus Capital Investment Corp position as of Q2 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 500 Stellus Capital Investment Corp shares in Q2 2024, an estimated $6.54K.
  • Northwestern Mutual Wealth Management first reported a position in Stellus Capital Investment Corp in Q3 2015 and held it in 3 quarters.
  • Northwestern Mutual Wealth Management's Stellus Capital Investment Corp position peaked at $11K in Q3 2021.
  • 52 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q2 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2024, filed 16 Aug 2024.