Boaz Weinstein’s LMP Capital and Income Fund SCD Stock Holding History

Boaz Weinstein’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 Q4	–	Sell	-11,589	Closed	-$169K	–	146
2017 Q3	$169K	Hold	11,589	–	–	0.02%	100
2017 Q2	$165K	Hold	11,589	–	–	0.02%	96
2017 Q1	$165K	Hold	11,589	–	–	0.01%	97
2016 Q4	$154K	Hold	11,589	–	–	0.02%	90
2016 Q3	$158K	Sell	11,589 -7,123	-38%	-$97.1K	0.02%	90
2016 Q2	$246K	Hold	18,712	–	–	0.02%	88
2016 Q1	$231K	Hold	18,712	–	–	0.02%	95
2015 Q4	$231K	Hold	18,712	–	–	0.02%	95
2015 Q3	$228K	Hold	18,712	–	–	0.02%	99
2015 Q2	$282K	Hold	18,712	–	–	0.03%	114
2015 Q1	$313K	Sell	18,712 -614	-3%	-$10.4K	0.03%	116
2014 Q4	$324K	Sell	19,326 -34,537	-64%	-$576K	0.03%	139
2014 Q3	$911K	Hold	53,863	–	–	0.05%	158
2014 Q2	$956K	Hold	53,863	–	–	0.05%	158
2014 Q1	$867K	Hold	53,863	–	–	0.05%	169
2013 Q4	$849K	Buy	53,863 +10,863	+25%	+$167K	0.05%	162
2013 Q3	$639K	Buy	+43,000	New	+$647K	0.05%	128

Other funds holding SCD

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Boaz Weinstein's SCD Position: Q4 2017 in Review

Boaz Weinstein sold out of LMP Capital and Income Fund (SCD) in Q4 2017, closing a stake of 11,589 shares — an estimated $169K sold.

Boaz Weinstein first reported a position in SCD in Q3 2013 and held it in 17 quarters. The position peaked at $956K in Q2 2014. 39 funds tracked by Wall St. Rank hold SCD as of Q4 2017.

Boaz Weinstein reported no remaining LMP Capital and Income Fund position as of Q4 2017 after selling out during the quarter.
Boaz Weinstein sold 11,589 LMP Capital and Income Fund shares in Q4 2017, an estimated $169K.
Boaz Weinstein first reported a position in LMP Capital and Income Fund in Q3 2013 and held it in 17 quarters.
Boaz Weinstein's LMP Capital and Income Fund position peaked at $956K in Q2 2014.
39 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q4 2017.

Based on Saba Capital Management's 13F filing for Q4 2017, filed 14 Feb 2018.