CCM
SCD

Coldstream Capital Management’s LMP Capital and Income Fund SCD Stock Holding History

Coldstream Capital Management’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
Q2 		– Sell
-1,045
Closed -$16.6K – 2931
2025
Q1 		$16.6K Buy
+1,045
New +$17.5K ﹤0.01% 2176

Other funds holding SCD

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Coldstream Capital Management's SCD Position: Q2 2025 in Review

Coldstream Capital Management sold out of LMP Capital and Income Fund (SCD) in Q2 2025, closing a stake of 1,045 shares — an estimated $16.6K sold.

Coldstream Capital Management first reported a position in SCD in Q1 2025 and held it in 1 quarter. The position peaked at $16.6K in Q1 2025. 52 funds tracked by Wall St. Rank hold SCD as of Q2 2025.

  • Coldstream Capital Management reported no remaining LMP Capital and Income Fund position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 1,045 LMP Capital and Income Fund shares in Q2 2025, an estimated $16.6K.
  • Coldstream Capital Management first reported a position in LMP Capital and Income Fund in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's LMP Capital and Income Fund position peaked at $16.6K in Q1 2025.
  • 52 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.