TI
SCM icon

tru Independence’s Stellus Capital Investment Corp SCM Stock Holding History

tru Independence’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
Q3 		– Sell
-3,000
Closed -$22K – 756
2020
Q2 		$22K Hold
3,000
– – ﹤0.01% 495
2020
Q1 		$22K Hold
3,000
– – ﹤0.01% 380
2019
Q4 		$22K Buy
+3,000
New +$41.9K ﹤0.01% 481

Other funds holding SCM

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return
GCM
Gables Capital Management Miami, Florida $277M AUM 41.87% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 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

tru Independence's SCM Position: Q3 2020 in Review

tru Independence sold out of Stellus Capital Investment Corp (SCM) in Q3 2020, closing a stake of 3,000 shares — an estimated $22K sold.

tru Independence first reported a position in SCM in Q4 2019 and held it in 3 quarters. The position peaked at $22K in Q2 2020. 47 funds tracked by Wall St. Rank hold SCM as of Q3 2020.

  • tru Independence reported no remaining Stellus Capital Investment Corp position as of Q3 2020 after selling out during the quarter.
  • tru Independence sold 3,000 Stellus Capital Investment Corp shares in Q3 2020, an estimated $22K.
  • tru Independence first reported a position in Stellus Capital Investment Corp in Q4 2019 and held it in 3 quarters.
  • tru Independence's Stellus Capital Investment Corp position peaked at $22K in Q2 2020.
  • 47 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q3 2020.

Based on tru Independence's 13F filing for Q3 2020, filed 19 Nov 2020.