SEI Investments
SCD

SEI Investments’s LMP Capital and Income Fund SCD Stock Holding History

SEI Investments’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
2018
Q3 		– Sell
-350
Closed -$5K – 3279
2018
Q2 		$5K Hold
350
– – ﹤0.01% 3161
2018
Q1 		$4K Buy
+350
New +$4.77K ﹤0.01% 3113

Other funds holding SCD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

SEI Investments's SCD Position: Q3 2018 in Review

SEI Investments sold out of LMP Capital and Income Fund (SCD) in Q3 2018, closing a stake of 350 shares — an estimated $5K sold.

SEI Investments first reported a position in SCD in Q1 2018 and held it in 2 quarters. The position peaked at $5K in Q2 2018. 33 funds tracked by Wall St. Rank hold SCD as of Q3 2018.

  • SEI Investments reported no remaining LMP Capital and Income Fund position as of Q3 2018 after selling out during the quarter.
  • SEI Investments sold 350 LMP Capital and Income Fund shares in Q3 2018, an estimated $5K.
  • SEI Investments first reported a position in LMP Capital and Income Fund in Q1 2018 and held it in 2 quarters.
  • SEI Investments's LMP Capital and Income Fund position peaked at $5K in Q2 2018.
  • 33 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q3 2018.

Based on SEI Investments's 13F filing for Q3 2018, filed 8 Nov 2018.