Fidelity Investments’s LMP Capital and Income Fund SCD Stock Holding History

Fidelity Investments’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 Q1	–	Sell	-2	Closed	-$34	–	5642
2024 Q4	$34	Buy	+2	New	+$35	﹤0.01%	5259
2020 Q3	–	Sell	-1	Closed	–	–	3956
2020 Q2	$0	Buy	+1	New	+$10	﹤0.01%	4104
2019 Q1	–	Sell	-1	Closed	–	–	4137
2018 Q4	$0	Buy	+1	New	+$12	﹤0.01%	4075

Other funds holding SCD

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

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

SLC

Second Line Capital Metairie, Louisiana $537M AUM 18.53% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

APA

Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return

Fidelity Investments's SCD Position: Q1 2025 in Review

Fidelity Investments sold out of LMP Capital and Income Fund (SCD) in Q1 2025, closing a stake of 2 shares — an estimated $34 sold.

Fidelity Investments first reported a position in SCD in Q4 2018 and held it in 3 quarters. The position peaked at $34 in Q4 2024. 45 funds tracked by Wall St. Rank hold SCD as of Q1 2025.

Fidelity Investments reported no remaining LMP Capital and Income Fund position as of Q1 2025 after selling out during the quarter.
Fidelity Investments sold 2 LMP Capital and Income Fund shares in Q1 2025, an estimated $34.
Fidelity Investments first reported a position in LMP Capital and Income Fund in Q4 2018 and held it in 3 quarters.
Fidelity Investments's LMP Capital and Income Fund position peaked at $34 in Q4 2024.
45 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q1 2025.

Based on Fidelity Investments's 13F filing for Q1 2025, filed 12 May 2025.