Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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CPA
LOAN
Capital Planning Advisors’s
Manhattan Bridge Capital
LOAN
Stock Holding History
Capital Planning Advisors’s Portfolio
LOAN Stock Details
LOAN Fund Activity
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Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2020
Q3
–
Sell
2020
Q2
$171K
Sell
2020
Q1
$176K
Buy
2019
Q4
$75K
Buy
2019
Q3
$72K
Sell
2019
Q2
$73K
Buy
2019
Q1
$54K
Sell
2018
Q4
$229K
Sell
2018
Q3
$233K
Buy
2018
Q2
$193K
Buy
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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