MUFG Americas’s LMP Capital and Income Fund SCD Stock Holding History

MUFG Americas’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
2019 Q1	–	Sell	-999	Closed	-$11K	–	920
2018 Q4	$11K	Buy	+999	New	+$12.3K	﹤0.01%	632
2017 Q3	–	Sell	-106	Closed	-$2K	–	1214
2017 Q2	$2K	Buy	106 +2	+2%	+$29	﹤0.01%	1071
2017 Q1	$1K	Buy	+104	New	+$1.45K	﹤0.01%	1110

Other funds holding SCD

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

MUFG Americas's SCD Position: Q1 2019 in Review

MUFG Americas sold out of LMP Capital and Income Fund (SCD) in Q1 2019, closing a stake of 999 shares — an estimated $11K sold.

MUFG Americas first reported a position in SCD in Q1 2017 and held it in 3 quarters. The position peaked at $11K in Q4 2018. 41 funds tracked by Wall St. Rank hold SCD as of Q1 2019.

MUFG Americas reported no remaining LMP Capital and Income Fund position as of Q1 2019 after selling out during the quarter.
MUFG Americas sold 999 LMP Capital and Income Fund shares in Q1 2019, an estimated $11K.
MUFG Americas first reported a position in LMP Capital and Income Fund in Q1 2017 and held it in 3 quarters.
MUFG Americas's LMP Capital and Income Fund position peaked at $11K in Q4 2018.
41 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q1 2019.

Based on MUFG Americas's 13F filing for Q1 2019, filed 13 May 2019.