CIBC Private Wealth Group
SCD

CIBC Private Wealth Group’s LMP Capital and Income Fund SCD Stock Holding History

CIBC Private Wealth Group’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
2025
Q1 		– Sell
-300
Closed -$5.03K – 3247
2024
Q4 		$5.03K Buy
+300
New +$5.18K ﹤0.01% 2470

Other funds holding SCD

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $537M AUM 18.53% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
APA
Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return

CIBC Private Wealth Group's SCD Position: Q1 2025 in Review

CIBC Private Wealth Group sold out of LMP Capital and Income Fund (SCD) in Q1 2025, closing a stake of 300 shares — an estimated $5.03K sold.

CIBC Private Wealth Group first reported a position in SCD in Q4 2024 and held it in 1 quarter. The position peaked at $5.03K in Q4 2024. 45 funds tracked by Wall St. Rank hold SCD as of Q1 2025.

  • CIBC Private Wealth Group reported no remaining LMP Capital and Income Fund position as of Q1 2025 after selling out during the quarter.
  • CIBC Private Wealth Group sold 300 LMP Capital and Income Fund shares in Q1 2025, an estimated $5.03K.
  • CIBC Private Wealth Group first reported a position in LMP Capital and Income Fund in Q4 2024 and held it in 1 quarter.
  • CIBC Private Wealth Group's LMP Capital and Income Fund position peaked at $5.03K in Q4 2024.
  • 45 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q1 2025.

Based on CIBC Private Wealth Group's 13F filing for Q1 2025, filed 14 May 2025.