Capital Advisory Group Advisory Services’s LMP Capital and Income Fund SCD Stock Holding History

Capital Advisory Group Advisory Services’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	-570	Closed	-$8K	–	376
2019 Q3	$8K	Buy	+570	New	+$7.84K	0.01%	308

Other funds holding SCD

RJA

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $570B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Capital Advisory Group Advisory Services's SCD Position: Q4 2019 in Review

Capital Advisory Group Advisory Services sold out of LMP Capital and Income Fund (SCD) in Q4 2019, closing a stake of 570 shares — an estimated $8K sold.

Capital Advisory Group Advisory Services first reported a position in SCD in Q3 2019 and held it in 1 quarter. The position peaked at $8K in Q3 2019. 32 funds tracked by Wall St. Rank hold SCD as of Q4 2019.

Capital Advisory Group Advisory Services reported no remaining LMP Capital and Income Fund position as of Q4 2019 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 570 LMP Capital and Income Fund shares in Q4 2019, an estimated $8K.
Capital Advisory Group Advisory Services first reported a position in LMP Capital and Income Fund in Q3 2019 and held it in 1 quarter.
Capital Advisory Group Advisory Services's LMP Capital and Income Fund position peaked at $8K in Q3 2019.
32 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q4 2019.

Based on Capital Advisory Group Advisory Services's 13F filing for Q4 2019, filed 14 Feb 2020.