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

Liberty 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 Q4	–	Sell	-5,976	Closed	-$82K	–	912
2021 Q3	$82K	Buy	5,976 +106	+2%	+$1.52K	0.03%	325
2021 Q2	$85K	Buy	5,870 +120	+2%	+$1.65K	0.03%	237
2021 Q1	$68K	Hold	5,750	–	–	0.03%	231
2020 Q4	$68K	Buy	5,750 +293	+5%	+$3.22K	0.03%	229
2020 Q3	$56K	Buy	5,457 +167	+3%	+$1.75K	0.03%	212
2020 Q2	$53K	Sell	5,290 -89	-2%	-$869	0.04%	215
2020 Q1	$43K	Buy	5,379 +280	+5%	+$3.71K	0.04%	230
2019 Q4	$79K	Buy	5,099 +212	+4%	+$3.06K	0.06%	186
2019 Q3	$69K	Buy	4,887 +110	+2%	+$1.51K	0.07%	183
2019 Q2	$65K	Buy	4,777 +114	+2%	+$1.51K	0.06%	213
2019 Q1	$60K	Hold	4,663	–	–	0.05%	184
2018 Q4	$49K	Buy	+4,663	New	+$57.4K	0.04%	188

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 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 $3.48B AUM 10.49% 1-Year Est. Return

ARC

Advisor Resource Council Dallas, Texas $355M AUM 30.05% 1-Year Est. Return

Liberty Wealth Management's SCD Position: Q4 2021 in Review

Liberty Wealth Management sold out of LMP Capital and Income Fund (SCD) in Q4 2021, closing a stake of 5,976 shares — an estimated $82K sold.

Liberty Wealth Management first reported a position in SCD in Q4 2018 and held it in 12 quarters. The position peaked at $85K in Q2 2021. 45 funds tracked by Wall St. Rank hold SCD as of Q4 2021.

Liberty Wealth Management reported no remaining LMP Capital and Income Fund position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 5,976 LMP Capital and Income Fund shares in Q4 2021, an estimated $82K.
Liberty Wealth Management first reported a position in LMP Capital and Income Fund in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's LMP Capital and Income Fund position peaked at $85K in Q2 2021.
45 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.