TS Financial Group (TSFG)’s LMP Capital and Income Fund SCD Stock Holding History

TS Financial Group (TSFG)’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
2019 Q4	–	Sell	-555	Closed	-$8K	–	844
2019 Q3	$8K	Buy	+555	New	+$7.63K	0.01%	454

Other funds holding SCD

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

TS Financial Group (TSFG)'s SCD Position: Q4 2019 in Review

TS Financial Group (TSFG) sold out of LMP Capital and Income Fund (SCD) in Q4 2019, closing a stake of 555 shares — an estimated $8K sold.

TS Financial Group (TSFG) first reported a position in SCD in Q3 2019 and held it in 1 quarter. The position peaked at $8K in Q3 2019. 32 funds tracked by Wall St. Rank hold SCD as of Q4 2019.

TS Financial Group (TSFG) reported no remaining LMP Capital and Income Fund position as of Q4 2019 after selling out during the quarter.
TS Financial Group (TSFG) sold 555 LMP Capital and Income Fund shares in Q4 2019, an estimated $8K.
TS Financial Group (TSFG) first reported a position in LMP Capital and Income Fund in Q3 2019 and held it in 1 quarter.
TS Financial Group (TSFG)'s LMP Capital and Income Fund position peaked at $8K in Q3 2019.
32 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q4 2019.

Based on TS Financial Group (TSFG)'s 13F filing for Q4 2019, filed 27 Jan 2020.