CIA
SCD

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

Concurrent Investment 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
2024
Q2 		– Sell
-13,672
Closed -$214K – 1068
2024
Q1 		$214K Sell
13,672
-345
-2% -$4.91K 0.01% 790
2023
Q4 		$196K Buy
+14,017
New +$178K 0.01% 777

Other funds holding SCD

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Concurrent Investment Advisors's SCD Position: Q2 2024 in Review

Concurrent Investment Advisors sold out of LMP Capital and Income Fund (SCD) in Q2 2024, closing a stake of 13,672 shares — an estimated $214K sold.

Concurrent Investment Advisors first reported a position in SCD in Q4 2023 and held it in 2 quarters. The position peaked at $214K in Q1 2024. 42 funds tracked by Wall St. Rank hold SCD as of Q2 2024.

  • Concurrent Investment Advisors reported no remaining LMP Capital and Income Fund position as of Q2 2024 after selling out during the quarter.
  • Concurrent Investment Advisors sold 13,672 LMP Capital and Income Fund shares in Q2 2024, an estimated $214K.
  • Concurrent Investment Advisors first reported a position in LMP Capital and Income Fund in Q4 2023 and held it in 2 quarters.
  • Concurrent Investment Advisors's LMP Capital and Income Fund position peaked at $214K in Q1 2024.
  • 42 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q2 2024.

Based on Concurrent Investment Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.