Pinnacle Summer Investments’s Stellus Capital Investment Corp SCM Stock Holding History

Pinnacle Summer Investments’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
2015 Q4	$61K	Buy	6,364 +4,918	+340%	+$50.6K	0.01%	319
2015 Q3	$16K	Hold	1,446	–	–	﹤0.01%	664
2015 Q2	$16K	Buy	1,446 +26	+2%	+$316	﹤0.01%	461
2015 Q1	$17K	Buy	1,420 +26	+2%	+$317	﹤0.01%	686
2014 Q4	$17K	Buy	1,394 +47	+3%	+$628	﹤0.01%	703
2014 Q3	$19K	Buy	1,347 +21	+2%	+$300	﹤0.01%	696
2014 Q2	$19K	Buy	1,326 +32	+2%	+$446	﹤0.01%	663
2014 Q1	$17K	Buy	1,294 +30	+2%	+$439	﹤0.01%	628
2013 Q4	$19K	Buy	1,264 +29	+2%	+$428	﹤0.01%	606
2013 Q3	$18K	Buy	+1,235	New	+$18.5K	﹤0.01%	564

Other funds holding SCM

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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 $292M AUM 21.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

YMRC

Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

VFS

VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return

Pinnacle Summer Investments's SCM Position: Q4 2015 in Review

Pinnacle Summer Investments increased its Stellus Capital Investment Corp (SCM) stake by 340% in Q4 2015, buying an estimated $50.6K and bringing the position to 6,364 shares worth $61K. The position accounts for 0.01% of the portfolio, ranked #319.

Pinnacle Summer Investments first reported a position in SCM in Q3 2013 and has held it in 10 quarters since. 31 funds tracked by Wall St. Rank hold SCM as of Q4 2015.

Pinnacle Summer Investments held 6,364 shares of Stellus Capital Investment Corp worth $61K as of Q4 2015.
Pinnacle Summer Investments bought 4,918 Stellus Capital Investment Corp shares in Q4 2015, an estimated $50.6K.
Stellus Capital Investment Corp made up 0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #319 holding.
Pinnacle Summer Investments first reported a position in Stellus Capital Investment Corp in Q3 2013 and has held it in 10 quarters since.
31 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.