Advisornet Financial’s LMP Capital and Income Fund SCD Stock Holding History

Advisornet Financial’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
2022 Q1	–	Sell	-7,600	Closed	-$116K	–	2179
2021 Q4	$116K	Hold	7,600	–	–	0.01%	748
2021 Q3	$105K	Hold	7,600	–	–	0.01%	774
2021 Q2	$110K	Hold	7,600	–	–	0.01%	756
2021 Q1	$97K	Hold	7,600	–	–	0.01%	758
2020 Q4	$89K	Hold	7,600	–	–	0.01%	725
2020 Q3	$78K	Hold	7,600	–	–	0.01%	744
2020 Q2	$76K	Sell	7,600 -1,000	-12%	-$9.77K	0.01%	751
2020 Q1	$69K	Sell	8,600 -2,750	-24%	-$36.4K	0.01%	703
2019 Q4	$176K	Hold	11,350	–	–	0.01%	531
2019 Q3	$160K	Hold	11,350	–	–	0.01%	555
2019 Q2	$154K	Sell	11,350 -600	-5%	-$7.93K	0.02%	498
2019 Q1	$154K	Sell	11,950 -11,300	-49%	-$140K	0.02%	471
2018 Q4	$248K	Sell	23,250 -5,400	-19%	-$66.4K	0.03%	368
2018 Q3	$391K	Buy	28,650 +1,000	+4%	+$13.7K	0.05%	301
2018 Q2	$355K	Sell	27,650 -4,750	-15%	-$61.5K	0.05%	290
2018 Q1	$409K	Buy	+32,400	New	+$441K	0.06%	259

Other funds holding SCD

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Advisornet Financial's SCD Position: Q1 2022 in Review

Advisornet Financial sold out of LMP Capital and Income Fund (SCD) in Q1 2022, closing a stake of 7,600 shares — an estimated $116K sold.

Advisornet Financial first reported a position in SCD in Q1 2018 and held it in 16 quarters. The position peaked at $409K in Q1 2018. 39 funds tracked by Wall St. Rank hold SCD as of Q1 2022.

Advisornet Financial reported no remaining LMP Capital and Income Fund position as of Q1 2022 after selling out during the quarter.
Advisornet Financial sold 7,600 LMP Capital and Income Fund shares in Q1 2022, an estimated $116K.
Advisornet Financial first reported a position in LMP Capital and Income Fund in Q1 2018 and held it in 16 quarters.
Advisornet Financial's LMP Capital and Income Fund position peaked at $409K in Q1 2018.
39 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q1 2022.

Based on Advisornet Financial's 13F filing for Q1 2022, filed 14 Apr 2022.