C-J Advisory’s LMP Capital and Income Fund SCD Stock Holding History

C-J Advisory’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
2019 Q4	–	Sell	-1,100	Closed	-$16K	–	131
2019 Q3	$16K	Hold	1,100	–	–	0.01%	113
2019 Q2	$15K	Sell	1,100 -2,300	-68%	-$30.4K	0.01%	113
2019 Q1	$44K	Buy	+3,400	New	+$42.2K	0.03%	53

Other funds holding SCD

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $6.56B AUM 35.09% 1-Year Est. Return

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

PPA

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

C-J Advisory's SCD Position: Q4 2019 in Review

C-J Advisory sold out of LMP Capital and Income Fund (SCD) in Q4 2019, closing a stake of 1,100 shares — an estimated $16K sold.

C-J Advisory first reported a position in SCD in Q1 2019 and held it in 3 quarters. The position peaked at $44K in Q1 2019. 32 funds tracked by Wall St. Rank hold SCD as of Q4 2019.

C-J Advisory reported no remaining LMP Capital and Income Fund position as of Q4 2019 after selling out during the quarter.
C-J Advisory sold 1,100 LMP Capital and Income Fund shares in Q4 2019, an estimated $16K.
C-J Advisory first reported a position in LMP Capital and Income Fund in Q1 2019 and held it in 3 quarters.
C-J Advisory's LMP Capital and Income Fund position peaked at $44K in Q1 2019.
32 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q4 2019.

Based on C-J Advisory's 13F filing for Q4 2019, filed 10 Feb 2020.