Capital Advisors Ltd’s CPI Inflation Hedged ETF CPI Stock Holding History

Capital Advisors Ltd’s Portfolio CPI Stock Details CPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-116	Closed	-$3K	–	486
2019 Q4	$3K	Buy	+116	New	+$3.27K	﹤0.01%	397
2019 Q3	–	Sell	-116	Closed	-$3K	–	464
2019 Q2	$3K	Hold	116	–	–	﹤0.01%	421
2019 Q1	$3K	Hold	116	–	–	﹤0.01%	416
2018 Q4	$3K	Hold	116	–	–	﹤0.01%	426
2018 Q3	$3K	Hold	116	–	–	﹤0.01%	463
2018 Q2	$3K	Hold	116	–	–	﹤0.01%	385
2018 Q1	$3K	Hold	116	–	–	﹤0.01%	376
2017 Q4	$3K	Hold	116	–	–	﹤0.01%	381
2017 Q3	$3K	Hold	116	–	–	﹤0.01%	380
2017 Q2	$3K	Hold	116	–	–	﹤0.01%	379
2017 Q1	$3K	Hold	116	–	–	﹤0.01%	369
2016 Q4	$3K	Hold	116	–	–	﹤0.01%	375
2016 Q3	$3K	Hold	116	–	–	﹤0.01%	345
2016 Q2	$3K	Hold	116	–	–	﹤0.01%	327
2016 Q1	$3K	Hold	116	–	–	﹤0.01%	324
2015 Q4	$3K	Hold	116	–	–	﹤0.01%	317
2015 Q3	$3K	Hold	116	–	–	﹤0.01%	312
2015 Q2	$3K	Hold	116	–	–	﹤0.01%	326
2015 Q1	$3K	Hold	116	–	–	﹤0.01%	313
2014 Q4	$3K	Buy	+116	New	+$3.09K	﹤0.01%	297

Other funds holding CPI

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Advisors Ltd's CPI Position: Q1 2020 in Review

Capital Advisors Ltd sold out of CPI Inflation Hedged ETF (CPI) in Q1 2020, closing a stake of 116 shares — an estimated $3K sold.

Capital Advisors Ltd first reported a position in CPI in Q4 2014 and held it in 20 quarters. The position peaked at $3K in Q4 2019. 11 funds tracked by Wall St. Rank hold CPI as of Q1 2020.

Capital Advisors Ltd reported no remaining CPI Inflation Hedged ETF position as of Q1 2020 after selling out during the quarter.
Capital Advisors Ltd sold 116 CPI Inflation Hedged ETF shares in Q1 2020, an estimated $3K.
Capital Advisors Ltd first reported a position in CPI Inflation Hedged ETF in Q4 2014 and held it in 20 quarters.
Capital Advisors Ltd's CPI Inflation Hedged ETF position peaked at $3K in Q4 2019.
11 funds tracked by Wall St. Rank held CPI Inflation Hedged ETF as of Q1 2020.

Based on Capital Advisors Ltd's 13F filing for Q1 2020, filed 8 May 2020.