Envestnet Asset Management
SCD

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

Envestnet 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
2026
Q1 		– Sell
-21,655
Closed -$321K – 4805
2025
Q4 		$321K Buy
21,655
+2,615
+14% +$38.9K ﹤0.01% 3993
2025
Q3 		$296K Sell
19,040
-3,980
-17% -$61.4K ﹤0.01% 4089
2025
Q2 		$359K Sell
23,020
-3,024
-12% -$46.7K ﹤0.01% 3927
2025
Q1 		$415K Sell
26,044
-209
-0.8% -$3.5K ﹤0.01% 3732
2024
Q4 		$452K Buy
26,253
+2,681
+11% +$46.3K ﹤0.01% 3637
2024
Q3 		$415K Buy
23,572
+2,363
+11% +$38K ﹤0.01% 3630
2024
Q2 		$328K Sell
21,209
-2,518
-11% -$38.2K ﹤0.01% 3679
2024
Q1 		$371K Buy
23,727
+1,536
+7% +$21.8K ﹤0.01% 3612
2023
Q4 		$311K Sell
22,191
-1,128
-5% -$14.3K ﹤0.01% 3602
2023
Q3 		$291K Sell
23,319
-5,554
-19% -$71.3K ﹤0.01% 3544
2023
Q2 		$370K Sell
28,873
-1,649
-5% -$20.2K ﹤0.01% 3379
2023
Q1 		$373K Buy
30,522
+113
+0.4% +$1.39K ﹤0.01% 3333
2022
Q4 		$366K Buy
30,409
+6,515
+27% +$79.1K ﹤0.01% 3294
2022
Q3 		$269K Buy
+23,894
New +$308K ﹤0.01% 3417
2016
Q4 		– Sell
-8,104
Closed -$110K – 3283
2016
Q3 		$110K Sell
8,104
-16,000
-66% -$218K ﹤0.01% 2269
2016
Q2 		$316K Sell
24,104
-13,938
-37% -$176K ﹤0.01% 1861
2016
Q1 		$471K Sell
38,042
-4,909
-11% -$56.1K ﹤0.01% 1670
2015
Q4 		$531K Buy
42,951
+1,746
+4% +$22K ﹤0.01% 1565
2015
Q3 		$501K Buy
41,205
+431
+1% +$6K ﹤0.01% 1599
2015
Q2 		$615K Buy
40,774
+13,026
+47% +$214K ﹤0.01% 1625
2015
Q1 		$465K Buy
27,748
+16,219
+141% +$274K ﹤0.01% 1585
2014
Q4 		$193K Sell
11,529
-2,115
-16% -$35.3K ﹤0.01% 1017
2014
Q3 		$231K Buy
13,644
+4,751
+53% +$83.9K ﹤0.01% 1043
2014
Q2 		$158K Buy
+8,893
New +$149K ﹤0.01% 1078

Other funds holding SCD

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

Envestnet Asset Management's SCD Position: Q1 2026 in Review

Envestnet Asset Management sold out of LMP Capital and Income Fund (SCD) in Q1 2026, closing a stake of 21,655 shares — an estimated $321K sold.

Envestnet Asset Management first reported a position in SCD in Q2 2014 and held it in 24 quarters. The position peaked at $615K in Q2 2015. 53 funds tracked by Wall St. Rank hold SCD as of Q1 2026.

  • Envestnet Asset Management reported no remaining LMP Capital and Income Fund position as of Q1 2026 after selling out during the quarter.
  • Envestnet Asset Management sold 21,655 LMP Capital and Income Fund shares in Q1 2026, an estimated $321K.
  • Envestnet Asset Management first reported a position in LMP Capital and Income Fund in Q2 2014 and held it in 24 quarters.
  • Envestnet Asset Management's LMP Capital and Income Fund position peaked at $615K in Q2 2015.
  • 53 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.