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WealthPLAN Partners’s LMP Capital and Income Fund SCD Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-264
Closed -$3.38K – 992
2023
Q2 		$3.38K Hold
264
– – ﹤0.01% 975
2023
Q1 		$3.22K Buy
+264
New +$3.24K ﹤0.01% 1055
2016
Q3 		$9.95K Sell
750
-750
-50% -$10.2K ﹤0.01% 604
2016
Q2 		$9.86K Buy
+1,500
New +$19K ﹤0.01% 1744

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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

WealthPLAN Partners's SCD Position: Q3 2023 in Review

WealthPLAN Partners sold out of LMP Capital and Income Fund (SCD) in Q3 2023, closing a stake of 264 shares — an estimated $3.38K sold.

WealthPLAN Partners first reported a position in SCD in Q2 2016 and held it in 4 quarters. The position peaked at $9.95K in Q3 2016. 38 funds tracked by Wall St. Rank hold SCD as of Q3 2023.

  • WealthPLAN Partners reported no remaining LMP Capital and Income Fund position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 264 LMP Capital and Income Fund shares in Q3 2023, an estimated $3.38K.
  • WealthPLAN Partners first reported a position in LMP Capital and Income Fund in Q2 2016 and held it in 4 quarters.
  • WealthPLAN Partners's LMP Capital and Income Fund position peaked at $9.95K in Q3 2016.
  • 38 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.