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

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

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

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

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

SFS

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

PPA

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

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

ARC

Advisor Resource Council Dallas, Texas $355M AUM 30.05% 1-Year Est. Return

Wealth Quarterback's SCD Position: Q3 2021 in Review

Wealth Quarterback increased its LMP Capital and Income Fund (SCD) stake by 1.8% in Q3 2021, buying an estimated $1.53K and bringing the position to 5,963 shares worth $83K. The position accounts for 0.06% of the portfolio, ranked #174.

Wealth Quarterback first reported a position in SCD in Q4 2019 and has held it in 4 quarters since. The position peaked at $85K in Q2 2021. 36 funds tracked by Wall St. Rank hold SCD as of Q3 2021.

Wealth Quarterback held 5,963 shares of LMP Capital and Income Fund worth $83K as of Q3 2021.
Wealth Quarterback bought 107 LMP Capital and Income Fund shares in Q3 2021, an estimated $1.53K.
LMP Capital and Income Fund made up 0.06% of Wealth Quarterback's portfolio in Q3 2021, its #174 holding.
Wealth Quarterback first reported a position in LMP Capital and Income Fund in Q4 2019 and has held it in 4 quarters since.
Wealth Quarterback's LMP Capital and Income Fund position peaked at $85K in Q2 2021.
36 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.