FPFS
SCD

First Personal Financial Services’s LMP Capital and Income Fund SCD Stock Holding History

First Personal Financial 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
2022
Q1 		– Sell
-31
Closed – – 365
2021
Q4 		$0 Buy
+31
New +$451 ﹤0.01% 363

Other funds holding SCD

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Personal Financial Services's SCD Position: Q1 2022 in Review

First Personal Financial Services sold out of LMP Capital and Income Fund (SCD) in Q1 2022, closing a stake of 31 shares.

First Personal Financial Services first reported a position in SCD in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 39 funds tracked by Wall St. Rank hold SCD as of Q1 2022.

  • First Personal Financial Services reported no remaining LMP Capital and Income Fund position as of Q1 2022 after selling out during the quarter.
  • First Personal Financial Services sold 31 LMP Capital and Income Fund shares in Q1 2022.
  • First Personal Financial Services first reported a position in LMP Capital and Income Fund in Q4 2021 and held it in 1 quarter.
  • First Personal Financial Services's LMP Capital and Income Fund position peaked at $0 in Q4 2021.
  • 39 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q1 2022.

Based on First Personal Financial Services's 13F filing for Q1 2022, filed 2 May 2022.