CCP
SCD

Cardan Capital Partners’s LMP Capital and Income Fund SCD Stock Holding History

Cardan Capital Partners’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
2018
Q1 		– Sell
-18,726
Closed -$261K – 197
2017
Q4 		$261K Buy
18,726
+2,371
+14% +$33.3K 0.05% 114
2017
Q3 		$238K Buy
16,355
+1,054
+7% +$15.1K 0.05% 112
2017
Q2 		$218K Buy
15,301
+616
+4% +$8.8K 0.04% 119
2017
Q1 		$209K Buy
+14,685
New +$205K 0.04% 115

Other funds holding SCD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Cardan Capital Partners's SCD Position: Q1 2018 in Review

Cardan Capital Partners sold out of LMP Capital and Income Fund (SCD) in Q1 2018, closing a stake of 18,726 shares — an estimated $261K sold.

Cardan Capital Partners first reported a position in SCD in Q1 2017 and held it in 4 quarters. The position peaked at $261K in Q4 2017. 39 funds tracked by Wall St. Rank hold SCD as of Q1 2018.

  • Cardan Capital Partners reported no remaining LMP Capital and Income Fund position as of Q1 2018 after selling out during the quarter.
  • Cardan Capital Partners sold 18,726 LMP Capital and Income Fund shares in Q1 2018, an estimated $261K.
  • Cardan Capital Partners first reported a position in LMP Capital and Income Fund in Q1 2017 and held it in 4 quarters.
  • Cardan Capital Partners's LMP Capital and Income Fund position peaked at $261K in Q4 2017.
  • 39 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q1 2018.

Based on Cardan Capital Partners's 13F filing for Q1 2018, filed 12 Apr 2018.