SWM
SCD

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

SeaCrest 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
-1,250
Closed -$16K – 1613
2019
Q1 		$16K Hold
1,250
– – ﹤0.01% 1384
2018
Q4 		$13K Hold
1,250
– – ﹤0.01% 1418
2018
Q3 		$17K Hold
1,250
– – ﹤0.01% 1454
2018
Q2 		$16K Hold
1,250
– – ﹤0.01% 1444
2018
Q1 		$16K Hold
1,250
– – ﹤0.01% 1419
2017
Q4 		$17K Buy
+1,250
New +$17.6K ﹤0.01% 1393

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 $1.89T AUM 35.08% 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 $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 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 $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SeaCrest Wealth Management's SCD Position: Q2 2019 in Review

SeaCrest Wealth Management sold out of LMP Capital and Income Fund (SCD) in Q2 2019, closing a stake of 1,250 shares — an estimated $16K sold.

SeaCrest Wealth Management first reported a position in SCD in Q4 2017 and held it in 6 quarters. The position peaked at $17K in Q3 2018. 34 funds tracked by Wall St. Rank hold SCD as of Q2 2019.

  • SeaCrest Wealth Management reported no remaining LMP Capital and Income Fund position as of Q2 2019 after selling out during the quarter.
  • SeaCrest Wealth Management sold 1,250 LMP Capital and Income Fund shares in Q2 2019, an estimated $16K.
  • SeaCrest Wealth Management first reported a position in LMP Capital and Income Fund in Q4 2017 and held it in 6 quarters.
  • SeaCrest Wealth Management's LMP Capital and Income Fund position peaked at $17K in Q3 2018.
  • 34 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q2 2019.

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