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USCA RIA’s Stellus Capital Investment Corp SCM Stock Holding History

USCA RIA’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
Q2 		$322K Buy
+25,600
New +$338K 0.02% 471
2020
Q3 		– Sell
-17,760
Closed -$129K – 501
2020
Q2 		$129K Buy
+17,760
New +$135K 0.01% 423

Other funds holding SCM

AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
GCM
Gables Capital Management Miami, Florida $236M AUM 32.91% 1-Year Est. Return

USCA RIA's SCM Position: Q2 2021 in Review

USCA RIA opened a new position in Stellus Capital Investment Corp (SCM) in Q2 2021: 25,600 shares worth $322K. The stake represents 0.02% of the portfolio and ranks #471 among its holdings. This is a return to the name: USCA RIA previously reported a position in SCM as recently as Q2 2020.

USCA RIA first reported a position in SCM in Q2 2020 and has held it in 2 quarters since. 47 funds tracked by Wall St. Rank hold SCM as of Q2 2021.

  • USCA RIA held 25,600 shares of Stellus Capital Investment Corp worth $322K as of Q2 2021.
  • Stellus Capital Investment Corp was a new USCA RIA position in Q2 2021.
  • Stellus Capital Investment Corp made up 0.02% of USCA RIA's portfolio in Q2 2021, its #471 holding.
  • USCA RIA first reported a position in Stellus Capital Investment Corp in Q2 2020 and has held it in 2 quarters since.
  • 47 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.