AIM
SCD

Acrospire Investment Management’s LMP Capital and Income Fund SCD Stock Holding History

Acrospire Investment Management’s Portfolio SCD Stock Details SCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-292
Closed -$4K – 2493
2017
Q1 		$4K Buy
+292
New +$4.07K ﹤0.01% 2044
2016
Q3 		– Sell
-2,300
Closed -$30K – 2132
2016
Q2 		$30K Sell
2,300
-700
-23% -$8.85K 0.02% 1389
2016
Q1 		$37K Buy
+3,000
New +$34.3K 0.03% 1183

Other funds holding SCD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Acrospire Investment Management's SCD Position: Q2 2017 in Review

Acrospire Investment Management sold out of LMP Capital and Income Fund (SCD) in Q2 2017, closing a stake of 292 shares — an estimated $4K sold.

Acrospire Investment Management first reported a position in SCD in Q1 2016 and held it in 3 quarters. The position peaked at $37K in Q1 2016. 36 funds tracked by Wall St. Rank hold SCD as of Q2 2017.

  • Acrospire Investment Management reported no remaining LMP Capital and Income Fund position as of Q2 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 292 LMP Capital and Income Fund shares in Q2 2017, an estimated $4K.
  • Acrospire Investment Management first reported a position in LMP Capital and Income Fund in Q1 2016 and held it in 3 quarters.
  • Acrospire Investment Management's LMP Capital and Income Fund position peaked at $37K in Q1 2016.
  • 36 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q2 2017.

Based on Acrospire Investment Management's 13F filing for Q2 2017, filed 11 Aug 2017.