Commonwealth Equity Services’s LMP Capital and Income Fund SCD Stock Holding History

Commonwealth Equity Services’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
2026 Q2	$314K	Sell	20,081 -4,502	-18%	-$68.9K	﹤0.01%	3733
2026 Q1	$367K	Buy	24,583 +207	+0.8%	+$3.2K	﹤0.01%	3493
2025 Q4	$361K	Buy	24,376 +2,802	+13%	+$41.7K	﹤0.01%	3492
2025 Q3	$335K	Sell	21,574 -67	-0.3%	-$1.03K	﹤0.01%	3528
2025 Q2	$338K	Buy	21,641 +181	+0.8%	+$2.79K	﹤0.01%	3488
2025 Q1	$342K	Sell	21,460 -777	-3%	-$13K	﹤0.01%	3383
2024 Q4	$382K	Buy	22,237 +1,394	+7%	+$24.1K	﹤0.01%	3196
2024 Q3	$367K	Buy	+20,843	New	+$336K	﹤0.01%	3171
2018 Q3	–	Sell	-10,748	Closed	-$138K	–	2855
2018 Q2	$138K	Sell	10,748 -17,896	-62%	-$232K	﹤0.01%	2556
2018 Q1	$361K	Sell	28,644 -201	-0.7%	-$2.74K	﹤0.01%	1929
2017 Q4	$402K	Buy	28,845 +4,421	+18%	+$62.2K	﹤0.01%	1846
2017 Q3	$355K	Buy	24,424 +73	+0.3%	+$1.04K	﹤0.01%	1849
2017 Q2	$346K	Buy	24,351 +349	+1%	+$4.99K	﹤0.01%	1817
2017 Q1	$342K	Hold	24,002	–	–	﹤0.01%	1769
2016 Q4	$319K	Buy	+24,002	New	+$312K	﹤0.01%	1736

Other funds holding SCD

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

ZCP

Z3 Capital Partners Richmond, Virginia $476M AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services's SCD Position: Q2 2026 in Review

Commonwealth Equity Services reduced its LMP Capital and Income Fund (SCD) stake by 18% in Q2 2026, selling an estimated $68.9K and leaving 20,081 shares worth $314K. The position accounts for ﹤0.01% of the portfolio, ranked #3733.

Commonwealth Equity Services first reported a position in SCD in Q4 2016 and has held it in 15 quarters since. The position peaked at $402K in Q4 2017. 57 funds tracked by Wall St. Rank hold SCD as of Q2 2026.

Commonwealth Equity Services held 20,081 shares of LMP Capital and Income Fund worth $314K as of Q2 2026.
Commonwealth Equity Services sold 4,502 LMP Capital and Income Fund shares in Q2 2026, an estimated $68.9K.
LMP Capital and Income Fund made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3733 holding.
Commonwealth Equity Services first reported a position in LMP Capital and Income Fund in Q4 2016 and has held it in 15 quarters since.
Commonwealth Equity Services's LMP Capital and Income Fund position peaked at $402K in Q4 2017.
57 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.