WCM
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Windsor Capital Management’s Stellus Capital Investment Corp SCM Stock Holding History

Windsor Capital Management’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
2015
Q4 		– Sell
-400
Closed -$4K – 379
2015
Q3 		$4K Buy
+400
New +$4.31K ﹤0.01% 440

Other funds holding SCM

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
BCM
Buckhead Capital Management Atlanta, Georgia $265M AUM 11.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $120M AUM 52.72% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return

Windsor Capital Management's SCM Position: Q4 2015 in Review

Windsor Capital Management sold out of Stellus Capital Investment Corp (SCM) in Q4 2015, closing a stake of 400 shares — an estimated $4K sold.

Windsor Capital Management first reported a position in SCM in Q3 2015 and held it in 1 quarter. The position peaked at $4K in Q3 2015. 31 funds tracked by Wall St. Rank hold SCM as of Q4 2015.

  • Windsor Capital Management reported no remaining Stellus Capital Investment Corp position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 400 Stellus Capital Investment Corp shares in Q4 2015, an estimated $4K.
  • Windsor Capital Management first reported a position in Stellus Capital Investment Corp in Q3 2015 and held it in 1 quarter.
  • Windsor Capital Management's Stellus Capital Investment Corp position peaked at $4K in Q3 2015.
  • 31 funds tracked by Wall St. Rank held Stellus Capital Investment Corp as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.