RJT
SCD

Raymond James Trust’s LMP Capital and Income Fund SCD Stock Holding History

Raymond James Trust’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
Q1 		– Sell
-11,478
Closed -$138K – 1188
2022
Q4 		$138K Buy
+11,478
New +$139K ﹤0.01% 1080
2021
Q4 		– Sell
-11,779
Closed -$162K – 1216
2021
Q3 		$162K Hold
11,779
– – 0.01% 1087
2021
Q2 		$170K Buy
+11,779
New +$162K 0.01% 1088
2021
Q1 		– Sell
-10,696
Closed -$125K – 1135
2020
Q4 		$125K Sell
10,696
-42
-0.4% -$461 ﹤0.01% 1014
2020
Q3 		$110K Hold
10,738
– – ﹤0.01% 937
2020
Q2 		$107K Sell
10,738
-101
-0.9% -$986 0.01% 895
2020
Q1 		$87K Hold
10,839
– – 0.01% 783
2019
Q4 		$168K Sell
10,839
-1,323
-11% -$19.1K 0.01% 904
2019
Q3 		$172K Buy
12,162
+1,000
+9% +$13.8K 0.01% 873
2019
Q2 		$151K Sell
11,162
-567
-5% -$7.5K 0.01% 856
2019
Q1 		$151K Hold
11,729
– – 0.01% 824
2018
Q4 		$125K Sell
11,729
-44
-0.4% -$541 0.01% 782
2018
Q3 		$160K Sell
11,773
-41
-0.3% -$561 0.01% 836
2018
Q2 		$152K Hold
11,814
– – 0.01% 821
2018
Q1 		$149K Sell
11,814
-62
-0.5% -$845 0.01% 691
2017
Q4 		$166K Buy
11,876
+1,100
+10% +$15.5K 0.01% 707
2017
Q3 		$156K Buy
10,776
+156
+1% +$2.23K 0.01% 698
2017
Q2 		$151K Sell
10,620
-388
-4% -$5.55K 0.01% 693
2017
Q1 		$156K Hold
11,008
– – 0.01% 671
2016
Q4 		$147K Sell
11,008
-406
-4% -$5.28K 0.01% 674
2016
Q3 		$155K Sell
11,414
-268
-2% -$3.65K 0.01% 642
2016
Q2 		$153K Sell
11,682
-169
-1% -$2.14K 0.01% 635
2016
Q1 		$147K Hold
11,851
– – 0.01% 620
2015
Q4 		$147K Buy
+11,851
New +$150K 0.01% 632

Other funds holding SCD

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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return