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Steward Partners Investment Advisory’s Stellus Capital Investment Corp SCM Stock Holding History

Steward Partners Investment Advisory’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
2017
Q4 		– Sell
-100
Closed -$1K – 1937
2017
Q3 		$1K Hold
100
– – ﹤0.01% 1612
2017
Q2 		$1K Buy
+100
New +$1.4K ﹤0.01% 1548

Other funds holding SCM

MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Steward Partners Investment Advisory's SCM Position: Q4 2017 in Review

Steward Partners Investment Advisory sold out of Stellus Capital Investment Corp (SCM) in Q4 2017, closing a stake of 100 shares — an estimated $1K sold.

Steward Partners Investment Advisory first reported a position in SCM in Q2 2017 and held it in 2 quarters. The position peaked at $1K in Q3 2017. 43 funds tracked by Wall St. Rank hold SCM as of Q4 2017.

  • Steward Partners Investment Advisory reported no remaining Stellus Capital Investment Corp position as of Q4 2017 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 100 Stellus Capital Investment Corp shares in Q4 2017, an estimated $1K.
  • Steward Partners Investment Advisory first reported a position in Stellus Capital Investment Corp in Q2 2017 and held it in 2 quarters.
  • Steward Partners Investment Advisory's Stellus Capital Investment Corp position peaked at $1K in Q3 2017.
  • 43 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q4 2017.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2017, filed 19 Jan 2018.