NFSG
SCD

Newbridge Financial Services Group’s LMP Capital and Income Fund SCD Stock Holding History

Newbridge Financial Services Group’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
2025
Q3 		– Sell
-35,542
Closed -$554K – 1376
2025
Q2 		$554K Buy
+35,542
New +$549K 0.09% 170

Other funds holding SCD

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
AIA
Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Newbridge Financial Services Group's SCD Position: Q3 2025 in Review

Newbridge Financial Services Group sold out of LMP Capital and Income Fund (SCD) in Q3 2025, closing a stake of 35,542 shares — an estimated $554K sold.

Newbridge Financial Services Group first reported a position in SCD in Q2 2025 and held it in 1 quarter. The position peaked at $554K in Q2 2025. 55 funds tracked by Wall St. Rank hold SCD as of Q3 2025.

  • Newbridge Financial Services Group reported no remaining LMP Capital and Income Fund position as of Q3 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 35,542 LMP Capital and Income Fund shares in Q3 2025, an estimated $554K.
  • Newbridge Financial Services Group first reported a position in LMP Capital and Income Fund in Q2 2025 and held it in 1 quarter.
  • Newbridge Financial Services Group's LMP Capital and Income Fund position peaked at $554K in Q2 2025.
  • 55 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q3 2025.

Based on Newbridge Financial Services Group's 13F filing for Q3 2025, filed 13 Nov 2025.