LGWM
CAPD

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

Litman Gregory 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
-450
Closed -$6K – 267
2019
Q3 		$6K Hold
450
– – ﹤0.01% 152
2019
Q2 		$6K Hold
450
– – ﹤0.01% 169
2019
Q1 		$6K Hold
450
– – ﹤0.01% 117
2018
Q4 		$5K Hold
450
– – ﹤0.01% 132
2018
Q3 		$6K Buy
+450
New +$5.75K ﹤0.01% 98

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 $5.83B AUM 32.38% 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

Litman Gregory Wealth Management's CAPD Position: Q4 2019 in Review

Litman Gregory Wealth Management sold out of iPath Shiller CAPE ETN (CAPD) in Q4 2019, closing a stake of 450 shares — an estimated $6K sold.

Litman Gregory Wealth Management first reported a position in CAPD in Q3 2018 and held it in 5 quarters. The position peaked at $6K in Q3 2019. 44 funds tracked by Wall St. Rank hold CAPD as of Q4 2019.

  • Litman Gregory Wealth Management reported no remaining iPath Shiller CAPE ETN position as of Q4 2019 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 450 iPath Shiller CAPE ETN shares in Q4 2019, an estimated $6K.
  • Litman Gregory Wealth Management first reported a position in iPath Shiller CAPE ETN in Q3 2018 and held it in 5 quarters.
  • Litman Gregory Wealth Management's iPath Shiller CAPE ETN position peaked at $6K in Q3 2019.
  • 44 funds tracked by Wall St. Rank held iPath Shiller CAPE ETN as of Q4 2019.

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