Cue Advisory Services’s LMP Capital and Income Fund SCD Stock Holding History

Cue Advisory 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
2018 Q4	–	Sell	-35,897	Closed	-$490K	–	111
2018 Q3	$490K	Sell	35,897 -1,386	-4%	-$19K	0.29%	111
2018 Q2	$479K	Hold	37,283	–	–	0.29%	113
2018 Q1	$471K	Sell	37,283 -600	-2%	-$8.17K	0.31%	109
2017 Q4	$528K	Buy	37,883 +347	+0.9%	+$4.88K	0.35%	102
2017 Q3	$546K	Sell	37,536 -462	-1%	-$6.6K	0.38%	98
2017 Q2	$540K	Hold	37,998	–	–	0.39%	91
2017 Q1	$541K	Sell	37,998 -555	-1%	-$7.73K	0.41%	89
2016 Q4	$512K	Sell	38,553 -370	-1%	-$4.81K	0.41%	89
2016 Q3	$531K	Buy	38,923 +600	+2%	+$8.18K	0.45%	87
2016 Q2	$503K	Buy	38,323 +786	+2%	+$9.94K	0.43%	87
2016 Q1	$464K	Sell	37,537 -994	-3%	-$11.4K	0.4%	91
2015 Q4	$477K	Sell	38,531 -1,386	-3%	-$17.5K	0.43%	84
2015 Q3	$485K	Hold	39,917	–	–	0.5%	75
2015 Q2	$602K	Buy	39,917 +416	+1%	+$6.82K	0.57%	74
2015 Q1	$662K	Sell	39,501 -693	-2%	-$11.7K	0.67%	63
2014 Q4	$674K	Buy	+40,194	New	+$670K	0.71%	56

Other funds holding SCD

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cue Advisory Services's SCD Position: Q4 2018 in Review

Cue Advisory Services sold out of LMP Capital and Income Fund (SCD) in Q4 2018, closing a stake of 35,897 shares — an estimated $490K sold.

Cue Advisory Services first reported a position in SCD in Q4 2014 and held it in 16 quarters. The position peaked at $674K in Q4 2014. 43 funds tracked by Wall St. Rank hold SCD as of Q4 2018.

Cue Advisory Services reported no remaining LMP Capital and Income Fund position as of Q4 2018 after selling out during the quarter.
Cue Advisory Services sold 35,897 LMP Capital and Income Fund shares in Q4 2018, an estimated $490K.
Cue Advisory Services first reported a position in LMP Capital and Income Fund in Q4 2014 and held it in 16 quarters.
Cue Advisory Services's LMP Capital and Income Fund position peaked at $674K in Q4 2014.
43 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q4 2018.

Based on Cue Advisory Services's 13F filing for Q4 2018.