SLC
SCD

Second Line Capital’s LMP Capital and Income Fund SCD Stock Holding History

Second Line Capital’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
2025
Q4 		– Sell
-53,700
Closed -$843K – 174
2025
Q3 		$843K Sell
53,700
-17,900
-25% -$276K 0.17% 63
2025
Q2 		$1.13M Sell
71,600
-4,000
-5% -$61.7K 0.26% 50
2025
Q1 		$1.21M Hold
75,600
– – 0.31% 50
2024
Q4 		$1.3M Buy
75,600
+1,200
+2% +$20.7K 0.35% 44
2024
Q3 		$1.32M Hold
74,400
– – 0.36% 45
2024
Q2 		$1.16M Hold
74,400
– – 0.35% 47
2024
Q1 		$1.17M Hold
74,400
– – 0.38% 49
2023
Q4 		$1.04M Buy
+74,400
New +$945K 0.42% 47

Other funds holding SCD

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $395M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return