Baystate Wealth Management’s LMP Capital and Income Fund SCD Stock Holding History

Baystate Wealth 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
2023 Q4	$7.07K	Buy	+504	New	+$6.4K	﹤0.01%	804

Other funds holding SCD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 $6.01B AUM 24.74% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Baystate Wealth Management's SCD Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in LMP Capital and Income Fund (SCD) in Q4 2023: 504 shares worth $7.07K. The stake represents ﹤0.01% of the portfolio and ranks #804 among its holdings.

45 funds tracked by Wall St. Rank hold SCD as of Q4 2023.

Baystate Wealth Management held 504 shares of LMP Capital and Income Fund worth $7.07K as of Q4 2023.
LMP Capital and Income Fund was a new Baystate Wealth Management position in Q4 2023.
LMP Capital and Income Fund made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #804 holding.
45 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.