AF
CAPD

Advisornet Financial’s iPath Shiller CAPE ETN CAPD Stock Holding History

Advisornet Financial’s Portfolio CAPD Stock Details CAPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-650
Closed -$10K – 1891
2020
Q3 		$10K Buy
+650
New +$9.97K ﹤0.01% 1285

Other funds holding CAPD

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
HT
Heritage Trust Oklahoma City, Oklahoma $997M AUM 21.8% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
BA
Bridge Advisory Pasadena, California $210M AUM 21.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ATC
Argent Trust Co Nashville, Tennessee $2.95B AUM 22.66% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SPI
Santori & Peters Inc Canonsburg, Pennsylvania $321M AUM 27.58% 1-Year Est. Return

Advisornet Financial's CAPD Position: Q4 2020 in Review

Advisornet Financial sold out of iPath Shiller CAPE ETN (CAPD) in Q4 2020, closing a stake of 650 shares — an estimated $10K sold.

Advisornet Financial first reported a position in CAPD in Q3 2020 and held it in 1 quarter. The position peaked at $10K in Q3 2020. 44 funds tracked by Wall St. Rank hold CAPD as of Q4 2020.

  • Advisornet Financial reported no remaining iPath Shiller CAPE ETN position as of Q4 2020 after selling out during the quarter.
  • Advisornet Financial sold 650 iPath Shiller CAPE ETN shares in Q4 2020, an estimated $10K.
  • Advisornet Financial first reported a position in iPath Shiller CAPE ETN in Q3 2020 and held it in 1 quarter.
  • Advisornet Financial's iPath Shiller CAPE ETN position peaked at $10K in Q3 2020.
  • 44 funds tracked by Wall St. Rank held iPath Shiller CAPE ETN as of Q4 2020.

Based on Advisornet Financial's 13F filing for Q4 2020, filed 4 Feb 2021.