Graves Light Lenhart Wealth’s LMP Capital and Income Fund SCD Stock Holding History

Graves Light Lenhart Wealth’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 Q3	–	Sell	-8,429	Closed	-$104K	–	510
2022 Q2	$104K	Hold	8,429	–	–	0.02%	229
2022 Q1	$123K	Hold	8,429	–	–	0.02%	233
2021 Q4	$128K	Hold	8,429	–	–	0.02%	254
2021 Q3	$116K	Hold	8,429	–	–	0.02%	256
2021 Q2	$122K	Hold	8,429	–	–	0.02%	242
2021 Q1	$107K	Hold	8,429	–	–	0.02%	261
2020 Q4	$98K	Buy	+8,429	New	+$92.6K	0.02%	267

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 $6.01B AUM 24.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Graves Light Lenhart Wealth's SCD Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of LMP Capital and Income Fund (SCD) in Q3 2022, closing a stake of 8,429 shares — an estimated $104K sold.

Graves Light Lenhart Wealth first reported a position in SCD in Q4 2020 and held it in 7 quarters. The position peaked at $128K in Q4 2021. 35 funds tracked by Wall St. Rank hold SCD as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining LMP Capital and Income Fund position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 8,429 LMP Capital and Income Fund shares in Q3 2022, an estimated $104K.
Graves Light Lenhart Wealth first reported a position in LMP Capital and Income Fund in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's LMP Capital and Income Fund position peaked at $128K in Q4 2021.
35 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.