CAM
SCD

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

Creekmur Asset 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
Q3 		$33.1K Hold
2,132
– – 0.01% 383
2025
Q2 		$33.3K Hold
2,132
– – 0.01% 383
2025
Q1 		$34K Hold
2,132
– – 0.01% 353
2024
Q4 		$36.7K Hold
2,132
– – 0.01% 273
2024
Q3 		$37.5K Buy
+2,132
New +$34.3K 0.01% 273

Other funds holding SCD

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 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
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Creekmur Asset Management's SCD Position: Q3 2025 in Review

Creekmur Asset Management held its LMP Capital and Income Fund (SCD) position steady in Q3 2025 at 2,132 shares worth $33.1K. The position accounts for 0.01% of the portfolio, ranked #383.

Creekmur Asset Management first reported a position in SCD in Q3 2024 and has held it in 5 quarters since. The position peaked at $37.5K in Q3 2024. 55 funds tracked by Wall St. Rank hold SCD as of Q3 2025.

  • Creekmur Asset Management held 2,132 shares of LMP Capital and Income Fund worth $33.1K as of Q3 2025.
  • Creekmur Asset Management left its LMP Capital and Income Fund share count unchanged in Q3 2025.
  • LMP Capital and Income Fund made up 0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #383 holding.
  • Creekmur Asset Management first reported a position in LMP Capital and Income Fund in Q3 2024 and has held it in 5 quarters since.
  • Creekmur Asset Management's LMP Capital and Income Fund position peaked at $37.5K in Q3 2024.
  • 55 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.