Sowell Financial Services
SCM icon

Sowell Financial Services’s Stellus Capital Investment Corp SCM Stock Holding History

Sowell Financial Services’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
2021
Q1 		– Sell
-14,000
Closed -$152K – 3278
2020
Q4 		$152K Buy
+14,000
New +$139K 0.01% 969

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AM
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Confluence Investment Management
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C
Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
GCM
Gables Capital Management Miami, Florida $277M AUM 41.87% 1-Year Est. Return

Sowell Financial Services's SCM Position: Q1 2021 in Review

Sowell Financial Services sold out of Stellus Capital Investment Corp (SCM) in Q1 2021, closing a stake of 14,000 shares — an estimated $152K sold.

Sowell Financial Services first reported a position in SCM in Q4 2020 and held it in 1 quarter. The position peaked at $152K in Q4 2020. 47 funds tracked by Wall St. Rank hold SCM as of Q1 2021.

  • Sowell Financial Services reported no remaining Stellus Capital Investment Corp position as of Q1 2021 after selling out during the quarter.
  • Sowell Financial Services sold 14,000 Stellus Capital Investment Corp shares in Q1 2021, an estimated $152K.
  • Sowell Financial Services first reported a position in Stellus Capital Investment Corp in Q4 2020 and held it in 1 quarter.
  • Sowell Financial Services's Stellus Capital Investment Corp position peaked at $152K in Q4 2020.
  • 47 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q1 2021.

Based on Sowell Financial Services's 13F filing for Q1 2021, filed 7 May 2021.