CA
SCD

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

Clearstead 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
2022
Q2 		– Sell
-2,200
Closed -$32K – 1423
2022
Q1 		$32K Hold
2,200
– – ﹤0.01% 769
2021
Q4 		$33K Buy
+2,200
New +$32K ﹤0.01% 726

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ARC
Advisor Resource Council Dallas, Texas $355M AUM 30.05% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Clearstead Advisors's SCD Position: Q2 2022 in Review

Clearstead Advisors sold out of LMP Capital and Income Fund (SCD) in Q2 2022, closing a stake of 2,200 shares — an estimated $32K sold.

Clearstead Advisors first reported a position in SCD in Q4 2021 and held it in 2 quarters. The position peaked at $33K in Q4 2021. 37 funds tracked by Wall St. Rank hold SCD as of Q2 2022.

  • Clearstead Advisors reported no remaining LMP Capital and Income Fund position as of Q2 2022 after selling out during the quarter.
  • Clearstead Advisors sold 2,200 LMP Capital and Income Fund shares in Q2 2022, an estimated $32K.
  • Clearstead Advisors first reported a position in LMP Capital and Income Fund in Q4 2021 and held it in 2 quarters.
  • Clearstead Advisors's LMP Capital and Income Fund position peaked at $33K in Q4 2021.
  • 37 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q2 2022.

Based on Clearstead Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.