WA
SCM icon

WFG Advisors’s Stellus Capital Investment Corp SCM Stock Holding History

WFG Advisors’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
Q2 		$7K Hold
500
– – ﹤0.01% 1226
2017
Q1 		$7K Hold
500
– – ﹤0.01% 1160
2016
Q4 		$6K Buy
+500
New +$5.71K ﹤0.01% 1231

Other funds holding SCM

MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

WFG Advisors's SCM Position: Q2 2017 in Review

WFG Advisors held its Stellus Capital Investment Corp (SCM) position steady in Q2 2017 at 500 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1226.

WFG Advisors first reported a position in SCM in Q4 2016 and has held it in 3 quarters since. 45 funds tracked by Wall St. Rank hold SCM as of Q2 2017.

  • WFG Advisors held 500 shares of Stellus Capital Investment Corp worth $7K as of Q2 2017.
  • WFG Advisors left its Stellus Capital Investment Corp share count unchanged in Q2 2017.
  • Stellus Capital Investment Corp made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1226 holding.
  • WFG Advisors first reported a position in Stellus Capital Investment Corp in Q4 2016 and has held it in 3 quarters since.
  • 45 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.