CSPIA
SCD

Cary Street Partners Investment Advisory’s LMP Capital and Income Fund SCD Stock Holding History

Cary Street Partners Investment Advisory’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
2020
Q4 		– Sell
-3,350
Closed -$34K – 765
2020
Q3 		$34K Buy
+3,350
New +$35.1K 0.01% 555

Other funds holding SCD

RJFSA
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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Cary Street Partners Investment Advisory's SCD Position: Q4 2020 in Review

Cary Street Partners Investment Advisory sold out of LMP Capital and Income Fund (SCD) in Q4 2020, closing a stake of 3,350 shares — an estimated $34K sold.

Cary Street Partners Investment Advisory first reported a position in SCD in Q3 2020 and held it in 1 quarter. The position peaked at $34K in Q3 2020. 42 funds tracked by Wall St. Rank hold SCD as of Q4 2020.

  • Cary Street Partners Investment Advisory reported no remaining LMP Capital and Income Fund position as of Q4 2020 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 3,350 LMP Capital and Income Fund shares in Q4 2020, an estimated $34K.
  • Cary Street Partners Investment Advisory first reported a position in LMP Capital and Income Fund in Q3 2020 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's LMP Capital and Income Fund position peaked at $34K in Q3 2020.
  • 42 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q4 2020.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.