CIA
SCD

Capital Investment Advisors’s LMP Capital and Income Fund SCD Stock Holding History

Capital Investment Advisors’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
2023
Q2 		– Sell
-11,800
Closed -$144K – 597
2023
Q1 		$144K Hold
11,800
– – ﹤0.01% 543
2022
Q4 		$142K Hold
11,800
– – ﹤0.01% 553
2022
Q3 		$133K Sell
11,800
-1,800
-13% -$23.2K ﹤0.01% 525
2022
Q2 		$168K Hold
13,600
– – 0.01% 531
2022
Q1 		$199K Hold
13,600
– – 0.01% 554
2021
Q4 		$207K Sell
13,600
-1,500
-10% -$21.8K 0.01% 560
2021
Q3 		$208K Buy
15,100
+500
+3% +$7.16K 0.01% 534
2021
Q2 		$211K Buy
14,600
+400
+3% +$5.51K 0.01% 528
2021
Q1 		$180K Hold
14,200
– – 0.01% 523
2020
Q4 		$165K Hold
14,200
– – 0.01% 505
2020
Q3 		$145K Hold
14,200
– – 0.01% 492
2020
Q2 		$142K Buy
14,200
+2,000
+16% +$19.5K 0.01% 477
2020
Q1 		$98K Hold
12,200
– – 0.01% 451
2019
Q4 		$190K Hold
12,200
– – 0.01% 486
2019
Q3 		$172K Hold
12,200
– – 0.01% 484
2019
Q2 		$165K Hold
12,200
– – 0.01% 476
2019
Q1 		$157K Hold
12,200
– – 0.01% 469
2018
Q4 		$130K Sell
12,200
-1,300
-10% -$16K 0.01% 457
2018
Q3 		$184K Hold
13,500
– – 0.01% 466
2018
Q2 		$173K Buy
13,500
+100
+0.7% +$1.29K 0.01% 472
2018
Q1 		$169K Buy
13,400
+500
+4% +$6.81K 0.01% 457
2017
Q4 		$180K Hold
12,900
– – 0.01% 454
2017
Q3 		$188K Hold
12,900
– – 0.01% 441
2017
Q2 		$183K Buy
12,900
+1,500
+13% +$21.4K 0.01% 438
2017
Q1 		$162K Hold
11,400
– – 0.01% 435
2016
Q4 		$152K Buy
11,400
+1,000
+10% +$13K 0.01% 434
2016
Q3 		$142K Buy
+10,400
New +$142K 0.01% 427
2016
Q2 		– Sell
-11,100
Closed -$137K – 448
2016
Q1 		$137K Buy
+11,100
New +$127K 0.01% 407

Other funds holding SCD

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Capital Investment Advisors's SCD Position: Q2 2023 in Review

Capital Investment Advisors sold out of LMP Capital and Income Fund (SCD) in Q2 2023, closing a stake of 11,800 shares — an estimated $144K sold.

Capital Investment Advisors first reported a position in SCD in Q1 2016 and held it in 28 quarters. The position peaked at $211K in Q2 2021. 41 funds tracked by Wall St. Rank hold SCD as of Q2 2023.

  • Capital Investment Advisors reported no remaining LMP Capital and Income Fund position as of Q2 2023 after selling out during the quarter.
  • Capital Investment Advisors sold 11,800 LMP Capital and Income Fund shares in Q2 2023, an estimated $144K.
  • Capital Investment Advisors first reported a position in LMP Capital and Income Fund in Q1 2016 and held it in 28 quarters.
  • Capital Investment Advisors's LMP Capital and Income Fund position peaked at $211K in Q2 2021.
  • 41 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q2 2023.

Based on Capital Investment Advisors's 13F filing for Q2 2023, filed 11 Jul 2023.