Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
Search
Sign in
Sign up
BRWA
CAPD
B. Riley Wealth Advisors’s
iPath Shiller CAPE ETN
CAPD
Stock Holding History
B. Riley Wealth Advisors’s Portfolio
CAPD Stock Details
CAPD Fund Activity
Quarter
Market Value
Status
Shares
Shares
Change %
Trade Value
Portfolio Weight
Portfolio Position
2021
Q2
–
Sell
-42,040
Closed
-$8.06M
–
1492
2021
Q1
$8.06M
Buy
+42,040
New
+$8.06M
0.29%
75
2015
Q1
–
Sell
-920
Closed
-$72
–
2147
2014
Q4
$72
Buy
+920
New
+$72
﹤0.01%
1901
Sign up
Sign in
Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
Theme
Close