KIM
SCD

Karpus Investment Management’s LMP Capital and Income Fund SCD Stock Holding History

Karpus Investment 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
2024
Q1 		– Sell
-83,344
Closed -$1.17M – 252
2023
Q4 		$1.17M Sell
83,344
-152,622
-65% -$1.94M 0.04% 192
2023
Q3 		$2.95M Sell
235,966
-3,206
-1% -$41.2K 0.1% 149
2023
Q2 		$3.06M Buy
239,172
+11,150
+5% +$137K 0.1% 155
2023
Q1 		$2.78M Buy
228,022
+98,432
+76% +$1.21M 0.09% 176
2022
Q4 		$1.56M Buy
129,590
+11,173
+9% +$136K 0.05% 245
2022
Q3 		$1.33M Buy
118,417
+13,651
+13% +$176K 0.05% 294
2022
Q2 		$1.29M Buy
104,766
+12,351
+13% +$166K 0.04% 308
2022
Q1 		$1.35M Buy
92,415
+9,118
+11% +$131K 0.04% 270
2021
Q4 		$1.27M Sell
83,297
-9,732
-10% -$142K 0.04% 252
2021
Q3 		$1.28M Sell
93,029
-152,882
-62% -$2.19M 0.04% 203
2021
Q2 		$3.55M Sell
245,911
-116,759
-32% -$1.61M 0.11% 156
2021
Q1 		$4.61M Buy
362,670
+130,110
+56% +$1.59M 0.14% 133
2020
Q4 		$2.71M Buy
+232,560
New +$2.55M 0.09% 142
2019
Q2 		– Sell
-115,910
Closed -$1.52M – 207
2019
Q1 		$1.52M Buy
115,910
+35,473
+44% +$440K 0.06% 143
2018
Q4 		$859K Buy
+80,437
New +$990K 0.04% 152

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 $6.56B AUM 35.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AC
Aristides Capital Louisville, Kentucky $514M AUM 29.58% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Karpus Investment Management's SCD Position: Q1 2024 in Review

Karpus Investment Management sold out of LMP Capital and Income Fund (SCD) in Q1 2024, closing a stake of 83,344 shares — an estimated $1.17M sold.

Karpus Investment Management first reported a position in SCD in Q4 2018 and held it in 15 quarters. The position peaked at $4.61M in Q1 2021. 43 funds tracked by Wall St. Rank hold SCD as of Q1 2024.

  • Karpus Investment Management reported no remaining LMP Capital and Income Fund position as of Q1 2024 after selling out during the quarter.
  • Karpus Investment Management sold 83,344 LMP Capital and Income Fund shares in Q1 2024, an estimated $1.17M.
  • Karpus Investment Management first reported a position in LMP Capital and Income Fund in Q4 2018 and held it in 15 quarters.
  • Karpus Investment Management's LMP Capital and Income Fund position peaked at $4.61M in Q1 2021.
  • 43 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q1 2024.

Based on Karpus Investment Management's 13F filing for Q1 2024, filed 13 May 2024.