OIA
SCD

Optimum Investment Advisors’s LMP Capital and Income Fund SCD Stock Holding History

Optimum Investment 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
2014
Q1 		– Sell
-1,508
Closed -$24K – 773
2013
Q4 		$24K Hold
1,508
– – 0.01% 486
2013
Q3 		$22K Buy
+1,508
New +$22.7K 0.01% 477

Other funds holding SCD

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
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Optimum Investment Advisors's SCD Position: Q1 2014 in Review

Optimum Investment Advisors sold out of LMP Capital and Income Fund (SCD) in Q1 2014, closing a stake of 1,508 shares — an estimated $24K sold.

Optimum Investment Advisors first reported a position in SCD in Q3 2013 and held it in 2 quarters. The position peaked at $24K in Q4 2013. 26 funds tracked by Wall St. Rank hold SCD as of Q1 2014.

  • Optimum Investment Advisors reported no remaining LMP Capital and Income Fund position as of Q1 2014 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,508 LMP Capital and Income Fund shares in Q1 2014, an estimated $24K.
  • Optimum Investment Advisors first reported a position in LMP Capital and Income Fund in Q3 2013 and held it in 2 quarters.
  • Optimum Investment Advisors's LMP Capital and Income Fund position peaked at $24K in Q4 2013.
  • 26 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q1 2014.

Based on Optimum Investment Advisors's 13F filing for Q1 2014, filed 1 May 2014.