RJT
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Raymond James Trust’s Stellus Capital Investment Corp SCM Stock Holding History

Raymond James Trust’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
2020
Q1 		– Sell
-11,839
Closed -$168K – 945
2019
Q4 		$168K Buy
+11,839
New +$165K 0.01% 905

Other funds holding SCM

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
VEA
Virtus ETF Advisers New York $215M AUM 53.68% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GCM
Gables Capital Management Miami, Florida $236M AUM 32.91% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Raymond James Trust's SCM Position: Q1 2020 in Review

Raymond James Trust sold out of Stellus Capital Investment Corp (SCM) in Q1 2020, closing a stake of 11,839 shares — an estimated $168K sold.

Raymond James Trust first reported a position in SCM in Q4 2019 and held it in 1 quarter. The position peaked at $168K in Q4 2019. 48 funds tracked by Wall St. Rank hold SCM as of Q1 2020.

  • Raymond James Trust reported no remaining Stellus Capital Investment Corp position as of Q1 2020 after selling out during the quarter.
  • Raymond James Trust sold 11,839 Stellus Capital Investment Corp shares in Q1 2020, an estimated $168K.
  • Raymond James Trust first reported a position in Stellus Capital Investment Corp in Q4 2019 and held it in 1 quarter.
  • Raymond James Trust's Stellus Capital Investment Corp position peaked at $168K in Q4 2019.
  • 48 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q1 2020.

Based on Raymond James Trust's 13F filing for Q1 2020, filed 17 Apr 2020.