SW
SCM icon

SVB Wealth’s Stellus Capital Investment Corp SCM Stock Holding History

SVB Wealth’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
2018
Q1 		– Sell
-20,000
Closed -$263K – 467
2017
Q4 		$263K Buy
+20,000
New +$268K 0.01% 417

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
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
GCM
Gables Capital Management Miami, Florida $236M AUM 32.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SVB Wealth's SCM Position: Q1 2018 in Review

SVB Wealth sold out of Stellus Capital Investment Corp (SCM) in Q1 2018, closing a stake of 20,000 shares — an estimated $263K sold.

SVB Wealth first reported a position in SCM in Q4 2017 and held it in 1 quarter. The position peaked at $263K in Q4 2017. 42 funds tracked by Wall St. Rank hold SCM as of Q1 2018.

  • SVB Wealth reported no remaining Stellus Capital Investment Corp position as of Q1 2018 after selling out during the quarter.
  • SVB Wealth sold 20,000 Stellus Capital Investment Corp shares in Q1 2018, an estimated $263K.
  • SVB Wealth first reported a position in Stellus Capital Investment Corp in Q4 2017 and held it in 1 quarter.
  • SVB Wealth's Stellus Capital Investment Corp position peaked at $263K in Q4 2017.
  • 42 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q1 2018.

Based on SVB Wealth's 13F filing for Q1 2018, filed 11 May 2018.