MPWT
CAPD

MassMutual Private Wealth & Trust’s iPath Shiller CAPE ETN CAPD Stock Holding History

MassMutual Private Wealth & Trust’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
2022
Q3 		– Sell
-1,010
Closed -$19K – 1881
2022
Q2 		$19K Buy
+1,010
New +$20.5K ﹤0.01% 588

Other funds holding CAPD

HT
Heritage Trust Oklahoma City, Oklahoma $997M AUM 21.8% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SPI
Santori & Peters Inc Canonsburg, Pennsylvania $355M AUM 27.18% 1-Year Est. Return
ATC
Argent Trust Co Nashville, Tennessee $2.95B AUM 22.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MassMutual Private Wealth & Trust's CAPD Position: Q3 2022 in Review

MassMutual Private Wealth & Trust sold out of iPath Shiller CAPE ETN (CAPD) in Q3 2022, closing a stake of 1,010 shares — an estimated $19K sold.

MassMutual Private Wealth & Trust first reported a position in CAPD in Q2 2022 and held it in 1 quarter. The position peaked at $19K in Q2 2022. 52 funds tracked by Wall St. Rank hold CAPD as of Q3 2022.

  • MassMutual Private Wealth & Trust reported no remaining iPath Shiller CAPE ETN position as of Q3 2022 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 1,010 iPath Shiller CAPE ETN shares in Q3 2022, an estimated $19K.
  • MassMutual Private Wealth & Trust first reported a position in iPath Shiller CAPE ETN in Q2 2022 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's iPath Shiller CAPE ETN position peaked at $19K in Q2 2022.
  • 52 funds tracked by Wall St. Rank held iPath Shiller CAPE ETN as of Q3 2022.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2022, filed 7 Oct 2022.