KWM
CAPD

Kingsview Wealth Management’s iPath Shiller CAPE ETN CAPD Stock Holding History

Kingsview Wealth Management’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
2019
Q4 		– Sell
-182,420
Closed -$2.51M – 537
2019
Q3 		$2.51M Buy
182,420
+163,600
+869% +$2.25M 0.39% 71
2019
Q2 		$255K Sell
18,820
-60
-0.3% -$797 0.04% 357
2019
Q1 		$246K Buy
+18,880
New +$233K 0.04% 393

Other funds holding CAPD

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
ATC
Argent Trust Co Nashville, Tennessee $2.95B AUM 22.66% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RG
Retirement Group San Diego, California $279M AUM 22.21% 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 $321M AUM 27.58% 1-Year Est. Return

Kingsview Wealth Management's CAPD Position: Q4 2019 in Review

Kingsview Wealth Management sold out of iPath Shiller CAPE ETN (CAPD) in Q4 2019, closing a stake of 182,420 shares — an estimated $2.51M sold.

Kingsview Wealth Management first reported a position in CAPD in Q1 2019 and held it in 3 quarters. The position peaked at $2.51M in Q3 2019. 44 funds tracked by Wall St. Rank hold CAPD as of Q4 2019.

  • Kingsview Wealth Management reported no remaining iPath Shiller CAPE ETN position as of Q4 2019 after selling out during the quarter.
  • Kingsview Wealth Management sold 182,420 iPath Shiller CAPE ETN shares in Q4 2019, an estimated $2.51M.
  • Kingsview Wealth Management first reported a position in iPath Shiller CAPE ETN in Q1 2019 and held it in 3 quarters.
  • Kingsview Wealth Management's iPath Shiller CAPE ETN position peaked at $2.51M in Q3 2019.
  • 44 funds tracked by Wall St. Rank held iPath Shiller CAPE ETN as of Q4 2019.

Based on Kingsview Wealth Management's 13F filing for Q4 2019, filed 30 Jan 2020.