FWM
SCD

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

Focused 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
2014
Q4 		– Sell
-135
Closed -$2K – 703
2014
Q3 		$2K Sell
135
-266
-66% -$4.7K ﹤0.01% 610
2014
Q2 		$7K Buy
+401
New +$6.73K 0.01% 474

Other funds holding SCD

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

Focused Wealth Management's SCD Position: Q4 2014 in Review

Focused Wealth Management sold out of LMP Capital and Income Fund (SCD) in Q4 2014, closing a stake of 135 shares — an estimated $2K sold.

Focused Wealth Management first reported a position in SCD in Q2 2014 and held it in 2 quarters. The position peaked at $7K in Q2 2014. 30 funds tracked by Wall St. Rank hold SCD as of Q4 2014.

  • Focused Wealth Management reported no remaining LMP Capital and Income Fund position as of Q4 2014 after selling out during the quarter.
  • Focused Wealth Management sold 135 LMP Capital and Income Fund shares in Q4 2014, an estimated $2K.
  • Focused Wealth Management first reported a position in LMP Capital and Income Fund in Q2 2014 and held it in 2 quarters.
  • Focused Wealth Management's LMP Capital and Income Fund position peaked at $7K in Q2 2014.
  • 30 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q4 2014.

Based on Focused Wealth Management's 13F filing for Q4 2014, filed 6 Feb 2015.