SIM
SCD

Sonora Investment Management’s LMP Capital and Income Fund SCD Stock Holding History

Sonora Investment 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
2018
Q3 		– Sell
-3,839
Closed -$49K – 1252
2018
Q2 		$49K Buy
+3,839
New +$49.7K 0.01% 410

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

Sonora Investment Management's SCD Position: Q3 2018 in Review

Sonora Investment Management sold out of LMP Capital and Income Fund (SCD) in Q3 2018, closing a stake of 3,839 shares — an estimated $49K sold.

Sonora Investment Management first reported a position in SCD in Q2 2018 and held it in 1 quarter. The position peaked at $49K in Q2 2018. 33 funds tracked by Wall St. Rank hold SCD as of Q3 2018.

  • Sonora Investment Management reported no remaining LMP Capital and Income Fund position as of Q3 2018 after selling out during the quarter.
  • Sonora Investment Management sold 3,839 LMP Capital and Income Fund shares in Q3 2018, an estimated $49K.
  • Sonora Investment Management first reported a position in LMP Capital and Income Fund in Q2 2018 and held it in 1 quarter.
  • Sonora Investment Management's LMP Capital and Income Fund position peaked at $49K in Q2 2018.
  • 33 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q3 2018.

Based on Sonora Investment Management's 13F filing for Q3 2018, filed 18 Oct 2018.