DWM
SCD

Doyle Wealth Management’s LMP Capital and Income Fund SCD Stock Holding History

Doyle Wealth 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
2019
Q1 		– Sell
-47
Closed -$1K – 629
2018
Q4 		$1K Buy
+47
New +$578 ﹤0.01% 840

Other funds holding SCD

Morgan Stanley
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Doyle Wealth Management's SCD Position: Q1 2019 in Review

Doyle Wealth Management sold out of LMP Capital and Income Fund (SCD) in Q1 2019, closing a stake of 47 shares — an estimated $1K sold.

Doyle Wealth Management first reported a position in SCD in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 41 funds tracked by Wall St. Rank hold SCD as of Q1 2019.

  • Doyle Wealth Management reported no remaining LMP Capital and Income Fund position as of Q1 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 47 LMP Capital and Income Fund shares in Q1 2019, an estimated $1K.
  • Doyle Wealth Management first reported a position in LMP Capital and Income Fund in Q4 2018 and held it in 1 quarter.
  • Doyle Wealth Management's LMP Capital and Income Fund position peaked at $1K in Q4 2018.
  • 41 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q1 2019.

Based on Doyle Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.