BTI
SCD

Blue Trust Inc’s LMP Capital and Income Fund SCD Stock Holding History

Blue Trust Inc’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
2026
Q1 		– Sell
-210
Closed -$3.11K – 2654
2025
Q4 		$3.11K Buy
+210
New +$3.13K ﹤0.01% 2073

Other funds holding SCD

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

Blue Trust Inc's SCD Position: Q1 2026 in Review

Blue Trust Inc sold out of LMP Capital and Income Fund (SCD) in Q1 2026, closing a stake of 210 shares — an estimated $3.11K sold.

Blue Trust Inc first reported a position in SCD in Q4 2025 and held it in 1 quarter. The position peaked at $3.11K in Q4 2025. 53 funds tracked by Wall St. Rank hold SCD as of Q1 2026.

  • Blue Trust Inc reported no remaining LMP Capital and Income Fund position as of Q1 2026 after selling out during the quarter.
  • Blue Trust Inc sold 210 LMP Capital and Income Fund shares in Q1 2026, an estimated $3.11K.
  • Blue Trust Inc first reported a position in LMP Capital and Income Fund in Q4 2025 and held it in 1 quarter.
  • Blue Trust Inc's LMP Capital and Income Fund position peaked at $3.11K in Q4 2025.
  • 53 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.