SWP
SCD

Stratos Wealth Partners’s LMP Capital and Income Fund SCD Stock Holding History

Stratos Wealth Partners’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
Q4 		– Sell
-120
Closed -$2K – 2189
2018
Q3 		$2K Buy
+120
New +$1.64K ﹤0.01% 2735
2018
Q2 		– Sell
-120
Closed -$2K – 2270
2018
Q1 		$2K Hold
120
– – ﹤0.01% 2890
2017
Q4 		$2K Buy
+120
New +$1.69K ﹤0.01% 2632

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 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
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stratos Wealth Partners's SCD Position: Q4 2018 in Review

Stratos Wealth Partners sold out of LMP Capital and Income Fund (SCD) in Q4 2018, closing a stake of 120 shares — an estimated $2K sold.

Stratos Wealth Partners first reported a position in SCD in Q4 2017 and held it in 3 quarters. The position peaked at $2K in Q3 2018. 43 funds tracked by Wall St. Rank hold SCD as of Q4 2018.

  • Stratos Wealth Partners reported no remaining LMP Capital and Income Fund position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 120 LMP Capital and Income Fund shares in Q4 2018, an estimated $2K.
  • Stratos Wealth Partners first reported a position in LMP Capital and Income Fund in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's LMP Capital and Income Fund position peaked at $2K in Q3 2018.
  • 43 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.