CAL
SCD

Capital Analysts LLC’s LMP Capital and Income Fund SCD Stock Holding History

Capital Analysts LLC’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
Q3 		– Sell
-1,082
Closed -$15K – 725
2019
Q2 		$15K Buy
+1,082
New +$14.3K ﹤0.01% 490
2018
Q2 		– Sell
-500
Closed -$6K – 592
2018
Q1 		$6K Buy
+500
New +$6.81K ﹤0.01% 489

Other funds holding SCD

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Capital Analysts LLC's SCD Position: Q3 2019 in Review

Capital Analysts LLC sold out of LMP Capital and Income Fund (SCD) in Q3 2019, closing a stake of 1,082 shares — an estimated $15K sold.

Capital Analysts LLC first reported a position in SCD in Q1 2018 and held it in 2 quarters. The position peaked at $15K in Q2 2019. 36 funds tracked by Wall St. Rank hold SCD as of Q3 2019.

  • Capital Analysts LLC reported no remaining LMP Capital and Income Fund position as of Q3 2019 after selling out during the quarter.
  • Capital Analysts LLC sold 1,082 LMP Capital and Income Fund shares in Q3 2019, an estimated $15K.
  • Capital Analysts LLC first reported a position in LMP Capital and Income Fund in Q1 2018 and held it in 2 quarters.
  • Capital Analysts LLC's LMP Capital and Income Fund position peaked at $15K in Q2 2019.
  • 36 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q3 2019.

Based on Capital Analysts LLC's 13F filing for Q3 2019, filed 12 Nov 2019.