TIM
SCD

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

Tortoise 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
2016
Q3 		– Sell
-500
Closed -$7K – 504
2016
Q2 		$7K Buy
+500
New +$6.32K ﹤0.01% 357

Other funds holding SCD

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Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Tortoise Investment Management's SCD Position: Q3 2016 in Review

Tortoise Investment Management sold out of LMP Capital and Income Fund (SCD) in Q3 2016, closing a stake of 500 shares — an estimated $7K sold.

Tortoise Investment Management first reported a position in SCD in Q2 2016 and held it in 1 quarter. The position peaked at $7K in Q2 2016. 40 funds tracked by Wall St. Rank hold SCD as of Q3 2016.

  • Tortoise Investment Management reported no remaining LMP Capital and Income Fund position as of Q3 2016 after selling out during the quarter.
  • Tortoise Investment Management sold 500 LMP Capital and Income Fund shares in Q3 2016, an estimated $7K.
  • Tortoise Investment Management first reported a position in LMP Capital and Income Fund in Q2 2016 and held it in 1 quarter.
  • Tortoise Investment Management's LMP Capital and Income Fund position peaked at $7K in Q2 2016.
  • 40 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q3 2016.

Based on Tortoise Investment Management's 13F filing for Q3 2016, filed 9 Nov 2016.