CIAS
SCD

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

Capital Investment 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
-6,233
Closed -$88K – 1118
2019
Q3 		$88K Buy
+6,233
New +$85.7K 0.02% 424

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 $1.89T 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
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Invesco
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

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

Capital Investment Advisory Services sold out of LMP Capital and Income Fund (SCD) in Q4 2019, closing a stake of 6,233 shares — an estimated $88K sold.

Capital Investment Advisory Services first reported a position in SCD in Q3 2019 and held it in 1 quarter. The position peaked at $88K in Q3 2019. 32 funds tracked by Wall St. Rank hold SCD as of Q4 2019.

  • Capital Investment Advisory Services reported no remaining LMP Capital and Income Fund position as of Q4 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 6,233 LMP Capital and Income Fund shares in Q4 2019, an estimated $88K.
  • Capital Investment Advisory Services first reported a position in LMP Capital and Income Fund in Q3 2019 and held it in 1 quarter.
  • Capital Investment Advisory Services's LMP Capital and Income Fund position peaked at $88K in Q3 2019.
  • 32 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.