Mercer Global Advisors
SCD

Mercer Global Advisors’s LMP Capital and Income Fund SCD Stock Holding History

Mercer Global Advisors’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
2026
Q1 		– Sell
-17,898
Closed -$265K – 3324
2025
Q4 		$265K Buy
17,898
+1,726
+11% +$25.7K ﹤0.01% 2331
2025
Q3 		$251K Buy
+16,172
New +$250K ﹤0.01% 2217

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $395M AUM
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return

Mercer Global Advisors's SCD Position: Q1 2026 in Review

Mercer Global Advisors sold out of LMP Capital and Income Fund (SCD) in Q1 2026, closing a stake of 17,898 shares — an estimated $265K sold.

Mercer Global Advisors first reported a position in SCD in Q3 2025 and held it in 2 quarters. The position peaked at $265K in Q4 2025. 53 funds tracked by Wall St. Rank hold SCD as of Q1 2026.

  • Mercer Global Advisors reported no remaining LMP Capital and Income Fund position as of Q1 2026 after selling out during the quarter.
  • Mercer Global Advisors sold 17,898 LMP Capital and Income Fund shares in Q1 2026, an estimated $265K.
  • Mercer Global Advisors first reported a position in LMP Capital and Income Fund in Q3 2025 and held it in 2 quarters.
  • Mercer Global Advisors's LMP Capital and Income Fund position peaked at $265K in Q4 2025.
  • 53 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.