GIA
SCD

GHP Investment Advisors’s LMP Capital and Income Fund SCD Stock Holding History

GHP Investment Advisors’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
2024
Q4 		– Sell
-2,205
Closed -$38.8K – 1030
2024
Q3 		$38.8K Buy
+2,205
New +$35.5K ﹤0.01% 536

Other funds holding SCD

Raymond James Financial
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $537M AUM 18.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

GHP Investment Advisors's SCD Position: Q4 2024 in Review

GHP Investment Advisors sold out of LMP Capital and Income Fund (SCD) in Q4 2024, closing a stake of 2,205 shares — an estimated $38.8K sold.

GHP Investment Advisors first reported a position in SCD in Q3 2024 and held it in 1 quarter. The position peaked at $38.8K in Q3 2024. 41 funds tracked by Wall St. Rank hold SCD as of Q4 2024.

  • GHP Investment Advisors reported no remaining LMP Capital and Income Fund position as of Q4 2024 after selling out during the quarter.
  • GHP Investment Advisors sold 2,205 LMP Capital and Income Fund shares in Q4 2024, an estimated $38.8K.
  • GHP Investment Advisors first reported a position in LMP Capital and Income Fund in Q3 2024 and held it in 1 quarter.
  • GHP Investment Advisors's LMP Capital and Income Fund position peaked at $38.8K in Q3 2024.
  • 41 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q4 2024.

Based on GHP Investment Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.