Bank of America
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Bank of America’s DoubleLine Shiller CAPE US Equities ETF CAPE Stock Holding History

Bank of America’s Portfolio CAPE Stock Details CAPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-236
Closed -$6.26K – 7763
2023
Q4 		$6.26K Buy
+236
New +$5.81K ﹤0.01% 6977
2022
Q4 		– Sell
-167
Closed -$3K – 8225
2022
Q3 		$3K Sell
167
-223
-57% -$4.98K ﹤0.01% 7491
2022
Q2 		$8K Buy
+390
New +$8.88K ﹤0.01% 7457

Other funds holding CAPE

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
SFG
Socha Financial Group Corning, New York $197M AUM 21.75% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
SPI
Santori & Peters Inc Canonsburg, Pennsylvania $355M AUM 27.18% 1-Year Est. Return
CPA
Clear Point Advisors Melville, New York $113M AUM 15.01% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

Bank of America's CAPE Position: Q1 2024 in Review

Bank of America sold out of DoubleLine Shiller CAPE US Equities ETF (CAPE) in Q1 2024, closing a stake of 236 shares — an estimated $6.26K sold.

Bank of America first reported a position in CAPE in Q2 2022 and held it in 3 quarters. The position peaked at $8K in Q2 2022. 32 funds tracked by Wall St. Rank hold CAPE as of Q1 2024.

  • Bank of America reported no remaining DoubleLine Shiller CAPE US Equities ETF position as of Q1 2024 after selling out during the quarter.
  • Bank of America sold 236 DoubleLine Shiller CAPE US Equities ETF shares in Q1 2024, an estimated $6.26K.
  • Bank of America first reported a position in DoubleLine Shiller CAPE US Equities ETF in Q2 2022 and held it in 3 quarters.
  • Bank of America's DoubleLine Shiller CAPE US Equities ETF position peaked at $8K in Q2 2022.
  • 32 funds tracked by Wall St. Rank held DoubleLine Shiller CAPE US Equities ETF as of Q1 2024.

Based on Bank of America's 13F filing for Q1 2024, filed 15 May 2024.