JFA
CAPD

JNBA Financial Advisors’s iPath Shiller CAPE ETN CAPD Stock Holding History

JNBA Financial 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
2018
Q4 		– Sell
-6,750
Closed -$90K – 748
2018
Q3 		$90K Buy
+6,750
New +$86.2K 0.04% 185

Other funds holding CAPD

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SPI
Santori & Peters Inc Canonsburg, Pennsylvania $355M AUM 27.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ATC
Argent Trust Co Nashville, Tennessee $2.95B AUM 22.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

JNBA Financial Advisors's CAPD Position: Q4 2018 in Review

JNBA Financial Advisors sold out of iPath Shiller CAPE ETN (CAPD) in Q4 2018, closing a stake of 6,750 shares — an estimated $90K sold.

JNBA Financial Advisors first reported a position in CAPD in Q3 2018 and held it in 1 quarter. The position peaked at $90K in Q3 2018. 31 funds tracked by Wall St. Rank hold CAPD as of Q4 2018.

  • JNBA Financial Advisors reported no remaining iPath Shiller CAPE ETN position as of Q4 2018 after selling out during the quarter.
  • JNBA Financial Advisors sold 6,750 iPath Shiller CAPE ETN shares in Q4 2018, an estimated $90K.
  • JNBA Financial Advisors first reported a position in iPath Shiller CAPE ETN in Q3 2018 and held it in 1 quarter.
  • JNBA Financial Advisors's iPath Shiller CAPE ETN position peaked at $90K in Q3 2018.
  • 31 funds tracked by Wall St. Rank held iPath Shiller CAPE ETN as of Q4 2018.

Based on JNBA Financial Advisors's 13F filing for Q4 2018, filed 7 Feb 2019.