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

Aristides 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
2024
Q3 		– Sell
-73,903
Closed -$1.14M – 299
2024
Q2 		$1.14M Sell
73,903
-170,000
-70% -$2.58M 0.32% 67
2024
Q1 		$3.81M Buy
+243,903
New +$3.47M 1.4% 16

Other funds holding SCD

Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Advisors Asset Management
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $537M AUM 18.53% 1-Year Est. Return
Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return

Aristides Capital's SCD Position: Q3 2024 in Review

Aristides Capital sold out of LMP Capital and Income Fund (SCD) in Q3 2024, closing a stake of 73,903 shares — an estimated $1.14M sold.

Aristides Capital first reported a position in SCD in Q1 2024 and held it in 2 quarters. The position peaked at $3.81M in Q1 2024. 40 funds tracked by Wall St. Rank hold SCD as of Q3 2024.

  • Aristides Capital reported no remaining LMP Capital and Income Fund position as of Q3 2024 after selling out during the quarter.
  • Aristides Capital sold 73,903 LMP Capital and Income Fund shares in Q3 2024, an estimated $1.14M.
  • Aristides Capital first reported a position in LMP Capital and Income Fund in Q1 2024 and held it in 2 quarters.
  • Aristides Capital's LMP Capital and Income Fund position peaked at $3.81M in Q1 2024.
  • 40 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q3 2024.

Based on Aristides Capital's 13F filing for Q3 2024, filed 14 Nov 2024.