PGWM
SCD

Parisi Gray Wealth Management’s LMP Capital and Income Fund SCD Stock Holding History

Parisi Gray 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
2019
Q2 		– Sell
-9,678
Closed -$125K – 377
2019
Q1 		$125K Buy
+9,678
New +$120K 0.08% 119

Other funds holding SCD

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Parisi Gray Wealth Management's SCD Position: Q2 2019 in Review

Parisi Gray Wealth Management sold out of LMP Capital and Income Fund (SCD) in Q2 2019, closing a stake of 9,678 shares — an estimated $125K sold.

Parisi Gray Wealth Management first reported a position in SCD in Q1 2019 and held it in 1 quarter. The position peaked at $125K in Q1 2019. 34 funds tracked by Wall St. Rank hold SCD as of Q2 2019.

  • Parisi Gray Wealth Management reported no remaining LMP Capital and Income Fund position as of Q2 2019 after selling out during the quarter.
  • Parisi Gray Wealth Management sold 9,678 LMP Capital and Income Fund shares in Q2 2019, an estimated $125K.
  • Parisi Gray Wealth Management first reported a position in LMP Capital and Income Fund in Q1 2019 and held it in 1 quarter.
  • Parisi Gray Wealth Management's LMP Capital and Income Fund position peaked at $125K in Q1 2019.
  • 34 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q2 2019.

Based on Parisi Gray Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.