BIG
SCD

Bellwether Investment Group’s LMP Capital and Income Fund SCD Stock Holding History

Bellwether Investment Group’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
2017
Q1 		– Sell
-634
Closed -$8K – 921
2016
Q4 		$8K Buy
+634
New +$8.24K 0.01% 702
2016
Q2 		$8K Buy
+605
New +$7.65K 0.01% 438

Other funds holding SCD

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Bellwether Investment Group's SCD Position: Q1 2017 in Review

Bellwether Investment Group sold out of LMP Capital and Income Fund (SCD) in Q1 2017, closing a stake of 634 shares — an estimated $8K sold.

Bellwether Investment Group first reported a position in SCD in Q2 2016 and held it in 2 quarters. The position peaked at $8K in Q4 2016. 41 funds tracked by Wall St. Rank hold SCD as of Q1 2017.

  • Bellwether Investment Group reported no remaining LMP Capital and Income Fund position as of Q1 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 634 LMP Capital and Income Fund shares in Q1 2017, an estimated $8K.
  • Bellwether Investment Group first reported a position in LMP Capital and Income Fund in Q2 2016 and held it in 2 quarters.
  • Bellwether Investment Group's LMP Capital and Income Fund position peaked at $8K in Q4 2016.
  • 41 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.