AC
SCD

Almitas Capital’s LMP Capital and Income Fund SCD Stock Holding History

Almitas Capital’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
2023
Q1 		– Sell
-5,575
Closed -$67.1K – 128
2022
Q4 		$67.1K Buy
+5,575
New +$67.7K 0.03% 110

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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Almitas Capital's SCD Position: Q1 2023 in Review

Almitas Capital sold out of LMP Capital and Income Fund (SCD) in Q1 2023, closing a stake of 5,575 shares — an estimated $67.1K sold.

Almitas Capital first reported a position in SCD in Q4 2022 and held it in 1 quarter. The position peaked at $67.1K in Q4 2022. 44 funds tracked by Wall St. Rank hold SCD as of Q1 2023.

  • Almitas Capital reported no remaining LMP Capital and Income Fund position as of Q1 2023 after selling out during the quarter.
  • Almitas Capital sold 5,575 LMP Capital and Income Fund shares in Q1 2023, an estimated $67.1K.
  • Almitas Capital first reported a position in LMP Capital and Income Fund in Q4 2022 and held it in 1 quarter.
  • Almitas Capital's LMP Capital and Income Fund position peaked at $67.1K in Q4 2022.
  • 44 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q1 2023.

Based on Almitas Capital's 13F filing for Q1 2023, filed 15 May 2023.