IWM
SCD

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

IHT 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
2021
Q3 		– Sell
-29,768
Closed -$429K – 949
2021
Q2 		$429K Buy
+29,768
New +$410K 0.03% 578

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 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 $3.21B AUM 6.83% 1-Year Est. Return
ARC
Advisor Resource Council Dallas, Texas $355M AUM 30.05% 1-Year Est. Return

IHT Wealth Management's SCD Position: Q3 2021 in Review

IHT Wealth Management sold out of LMP Capital and Income Fund (SCD) in Q3 2021, closing a stake of 29,768 shares — an estimated $429K sold.

IHT Wealth Management first reported a position in SCD in Q2 2021 and held it in 1 quarter. The position peaked at $429K in Q2 2021. 36 funds tracked by Wall St. Rank hold SCD as of Q3 2021.

  • IHT Wealth Management reported no remaining LMP Capital and Income Fund position as of Q3 2021 after selling out during the quarter.
  • IHT Wealth Management sold 29,768 LMP Capital and Income Fund shares in Q3 2021, an estimated $429K.
  • IHT Wealth Management first reported a position in LMP Capital and Income Fund in Q2 2021 and held it in 1 quarter.
  • IHT Wealth Management's LMP Capital and Income Fund position peaked at $429K in Q2 2021.
  • 36 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q3 2021.

Based on IHT Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.