Walled Lake Planning & Wealth Management’s LMP Capital and Income Fund SCD Stock Holding History

Walled Lake Planning & Wealth 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
2021 Q1	–	Sell	-84	Closed	-$1K	–	369
2020 Q4	$1K	Sell	84 -75	-47%	-$824	﹤0.01%	311
2020 Q3	$2K	Buy	159 +4	+3%	+$42	﹤0.01%	299
2020 Q2	$2K	Buy	155 +6	+4%	+$59	﹤0.01%	294
2020 Q1	$1K	Buy	+149	New	+$1.98K	﹤0.01%	308

Other funds holding SCD

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Walled Lake Planning & Wealth Management's SCD Position: Q1 2021 in Review

Walled Lake Planning & Wealth Management sold out of LMP Capital and Income Fund (SCD) in Q1 2021, closing a stake of 84 shares — an estimated $1K sold.

Walled Lake Planning & Wealth Management first reported a position in SCD in Q1 2020 and held it in 4 quarters. The position peaked at $2K in Q3 2020. 36 funds tracked by Wall St. Rank hold SCD as of Q1 2021.

Walled Lake Planning & Wealth Management reported no remaining LMP Capital and Income Fund position as of Q1 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 84 LMP Capital and Income Fund shares in Q1 2021, an estimated $1K.
Walled Lake Planning & Wealth Management first reported a position in LMP Capital and Income Fund in Q1 2020 and held it in 4 quarters.
Walled Lake Planning & Wealth Management's LMP Capital and Income Fund position peaked at $2K in Q3 2020.
36 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q1 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.