Ancora Advisors’s iPath Shiller CAPE ETN CAPD Stock Holding History

Ancora Advisors’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
2022 Q4	–	Sell	-4,500	Closed	-$82K	–	2413
2022 Q3	$82K	Hold	4,500	–	–	﹤0.01%	961
2022 Q2	$84K	Hold	4,500	–	–	﹤0.01%	1023
2022 Q1	$100K	Hold	4,500	–	–	﹤0.01%	1028
2021 Q4	$102K	Hold	4,500	–	–	﹤0.01%	1023
2021 Q3	$95K	Hold	4,500	–	–	﹤0.01%	998
2021 Q2	$94K	Hold	4,500	–	–	﹤0.01%	936
2021 Q1	$86K	Hold	4,500	–	–	﹤0.01%	926
2020 Q4	$80K	Hold	4,500	–	–	﹤0.01%	790
2020 Q3	$70K	Hold	4,500	–	–	﹤0.01%	793
2020 Q2	$64K	Hold	4,500	–	–	﹤0.01%	784
2020 Q1	$53K	Hold	4,500	–	–	﹤0.01%	872
2019 Q4	$67K	Buy	+4,500	New	+$64.2K	﹤0.01%	845
2018 Q4	–	Sell	-4,000	Closed	-$53K	–	1237
2018 Q3	$53K	Buy	+4,000	New	+$51.1K	﹤0.01%	879
2017 Q1	–	Sell	-3,000	Closed	-$29K	–	1132
2016 Q4	$29K	Buy	+3,000	New	+$28K	﹤0.01%	869

Ancora Advisors's CAPD Position: Q4 2022 in Review

Ancora Advisors sold out of iPath Shiller CAPE ETN (CAPD) in Q4 2022, closing a stake of 4,500 shares — an estimated $82K sold.

Ancora Advisors first reported a position in CAPD in Q4 2016 and held it in 14 quarters. The position peaked at $102K in Q4 2021. 0 funds tracked by Wall St. Rank hold CAPD as of Q4 2022.

Ancora Advisors reported no remaining iPath Shiller CAPE ETN position as of Q4 2022 after selling out during the quarter.
Ancora Advisors sold 4,500 iPath Shiller CAPE ETN shares in Q4 2022, an estimated $82K.
Ancora Advisors first reported a position in iPath Shiller CAPE ETN in Q4 2016 and held it in 14 quarters.
Ancora Advisors's iPath Shiller CAPE ETN position peaked at $102K in Q4 2021.
0 funds tracked by Wall St. Rank held iPath Shiller CAPE ETN as of Q4 2022.

Based on Ancora Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.