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

Wealth Quarterback’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 Q3	$83K	Buy	5,963 +107	+2%	+$1.53K	0.06%	174
2021 Q2	$85K	Buy	+5,856	New	+$80.6K	0.05%	183
2020 Q2	–	Sell	-5,087	Closed	-$41K	–	633
2020 Q1	$41K	Hold	5,087	–	–	0.04%	252
2019 Q4	$79.1K	Buy	+5,087	New	+$73.5K	0.07%	183

Other funds holding SCD

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

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

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

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Advisor Resource Council Dallas, Texas $309M AUM 22.32% 1-Year Est. Return