Curi RMB Capital
SCD icon

Curi RMB Capital’s LMP Capital and Income Fund SCD Stock Holding History

Curi RMB Capital’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
2021
Q1 		– Sell
-35,221
Closed -$410K – 549
2020
Q4 		$410K Buy
35,221
+23,473
+200% +$258K 0.02% 460
2020
Q3 		$120K Buy
+11,748
New +$123K 0.01% 585
2019
Q2 		– Sell
-19,318
Closed -$249K – 817
2019
Q1 		$249K Sell
19,318
-38,273
-66% -$475K 0.01% 704
2018
Q4 		$615K Buy
+57,591
New +$708K 0.02% 591

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Morgan Stanley
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CA
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Karpus Investment Management
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Wolverine Asset Management
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Parametric Portfolio Associates
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Osaic Holdings
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Curi RMB Capital's SCD Position: Q1 2021 in Review

Curi RMB Capital sold out of LMP Capital and Income Fund (SCD) in Q1 2021, closing a stake of 35,221 shares — an estimated $410K sold.

Curi RMB Capital first reported a position in SCD in Q4 2018 and held it in 4 quarters. The position peaked at $615K in Q4 2018. 36 funds tracked by Wall St. Rank hold SCD as of Q1 2021.

  • Curi RMB Capital reported no remaining LMP Capital and Income Fund position as of Q1 2021 after selling out during the quarter.
  • Curi RMB Capital sold 35,221 LMP Capital and Income Fund shares in Q1 2021, an estimated $410K.
  • Curi RMB Capital first reported a position in LMP Capital and Income Fund in Q4 2018 and held it in 4 quarters.
  • Curi RMB Capital's LMP Capital and Income Fund position peaked at $615K in Q4 2018.
  • 36 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q1 2021.

Based on Curi RMB Capital's 13F filing for Q1 2021, filed 12 May 2021.