Advisory Services Network’s LMP Capital and Income Fund SCD Stock Holding History

Advisory Services Network’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
2021 Q3	–	Sell	-2,612	Closed	-$38K	–	2900
2021 Q2	$38K	Buy	+2,612	New	+$36K	﹤0.01%	2143
2021 Q1	–	Sell	-5,237	Closed	-$61K	–	2660
2020 Q4	$61K	Buy	5,237 +250	+5%	+$2.75K	﹤0.01%	1567
2020 Q3	$51K	Buy	+4,987	New	+$52.2K	﹤0.01%	1580
2020 Q2	–	Sell	-1,811	Closed	-$15K	–	2441
2020 Q1	$15K	Buy	1,811 +580	+47%	+$7.69K	﹤0.01%	2039
2019 Q4	$19K	Hold	1,231	–	–	﹤0.01%	2044
2019 Q3	$17K	Hold	1,231	–	–	﹤0.01%	1905
2019 Q2	$17K	Buy	+1,231	New	+$16.3K	﹤0.01%	1903

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

ARC

Advisor Resource Council Dallas, Texas $355M AUM 30.05% 1-Year Est. Return

Advisory Services Network's SCD Position: Q3 2021 in Review

Advisory Services Network sold out of LMP Capital and Income Fund (SCD) in Q3 2021, closing a stake of 2,612 shares — an estimated $38K sold.

Advisory Services Network first reported a position in SCD in Q2 2019 and held it in 7 quarters. The position peaked at $61K in Q4 2020. 36 funds tracked by Wall St. Rank hold SCD as of Q3 2021.

Advisory Services Network reported no remaining LMP Capital and Income Fund position as of Q3 2021 after selling out during the quarter.
Advisory Services Network sold 2,612 LMP Capital and Income Fund shares in Q3 2021, an estimated $38K.
Advisory Services Network first reported a position in LMP Capital and Income Fund in Q2 2019 and held it in 7 quarters.
Advisory Services Network's LMP Capital and Income Fund position peaked at $61K in Q4 2020.
36 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q3 2021.

Based on Advisory Services Network's 13F filing for Q3 2021, filed 5 Nov 2021.