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

OneDigital Investment 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
2019
Q3 		– Sell
-14,560
Closed -$201K – 1043
2019
Q2 		$201K Buy
+14,560
New +$205K 0.02% 399

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MC
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GCM
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Raymond James & Associates
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BlackRock
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Freestone Capital Holdings
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return

OneDigital Investment Advisors's SCM Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of Stellus Capital Investment Corp (SCM) in Q3 2019, closing a stake of 14,560 shares — an estimated $201K sold.

OneDigital Investment Advisors first reported a position in SCM in Q2 2019 and held it in 1 quarter. The position peaked at $201K in Q2 2019. 46 funds tracked by Wall St. Rank hold SCM as of Q3 2019.

  • OneDigital Investment Advisors reported no remaining Stellus Capital Investment Corp position as of Q3 2019 after selling out during the quarter.
  • OneDigital Investment Advisors sold 14,560 Stellus Capital Investment Corp shares in Q3 2019, an estimated $201K.
  • OneDigital Investment Advisors first reported a position in Stellus Capital Investment Corp in Q2 2019 and held it in 1 quarter.
  • OneDigital Investment Advisors's Stellus Capital Investment Corp position peaked at $201K in Q2 2019.
  • 46 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.