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Investors Research Corp’s LMP Capital and Income Fund SCD Stock Holding History

Investors Research Corp’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
Q3 		– Sell
-469
Closed -$7.26K – 1038
2024
Q2 		$7.26K Buy
+469
New +$7.12K ﹤0.01% 760

Other funds holding SCD

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
SLC
Second Line Capital Metairie, Louisiana $537M AUM 18.53% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 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 $520M AUM 117.57% 1-Year Est. Return

Investors Research Corp's SCD Position: Q3 2024 in Review

Investors Research Corp sold out of LMP Capital and Income Fund (SCD) in Q3 2024, closing a stake of 469 shares — an estimated $7.26K sold.

Investors Research Corp first reported a position in SCD in Q2 2024 and held it in 1 quarter. The position peaked at $7.26K in Q2 2024. 40 funds tracked by Wall St. Rank hold SCD as of Q3 2024.

  • Investors Research Corp reported no remaining LMP Capital and Income Fund position as of Q3 2024 after selling out during the quarter.
  • Investors Research Corp sold 469 LMP Capital and Income Fund shares in Q3 2024, an estimated $7.26K.
  • Investors Research Corp first reported a position in LMP Capital and Income Fund in Q2 2024 and held it in 1 quarter.
  • Investors Research Corp's LMP Capital and Income Fund position peaked at $7.26K in Q2 2024.
  • 40 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q3 2024.

Based on Investors Research Corp's 13F filing for Q3 2024, filed 12 Nov 2024.