Northwestern Mutual Wealth Management
SCD

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

Northwestern Mutual 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
2023
Q4 		– Sell
-1,650
Closed -$20.6K – 3656
2023
Q3 		$20.6K Buy
1,650
+1,534
+1,322% +$19.7K ﹤0.01% 2308
2023
Q2 		$1.49K Buy
+116
New +$1.42K ﹤0.01% 3037

Other funds holding SCD

RJA
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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
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 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
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northwestern Mutual Wealth Management's SCD Position: Q4 2023 in Review

Northwestern Mutual Wealth Management sold out of LMP Capital and Income Fund (SCD) in Q4 2023, closing a stake of 1,650 shares — an estimated $20.6K sold.

Northwestern Mutual Wealth Management first reported a position in SCD in Q2 2023 and held it in 2 quarters. The position peaked at $20.6K in Q3 2023. 45 funds tracked by Wall St. Rank hold SCD as of Q4 2023.

  • Northwestern Mutual Wealth Management reported no remaining LMP Capital and Income Fund position as of Q4 2023 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 1,650 LMP Capital and Income Fund shares in Q4 2023, an estimated $20.6K.
  • Northwestern Mutual Wealth Management first reported a position in LMP Capital and Income Fund in Q2 2023 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's LMP Capital and Income Fund position peaked at $20.6K in Q3 2023.
  • 45 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q4 2023.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.