MWM
CAPD

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

Meridian 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
2017
Q3 		– Sell
-37,000
Closed -$397K – 189
2017
Q2 		$397K Buy
37,000
+7,000
+23% +$74.2K 0.25% 94
2017
Q1 		$311K Buy
+30,000
New +$303K 0.19% 118

Other funds holding CAPD

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
ATC
Argent Trust Co Nashville, Tennessee $2.95B AUM 22.66% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Meridian Wealth Management's CAPD Position: Q3 2017 in Review

Meridian Wealth Management sold out of iPath Shiller CAPE ETN (CAPD) in Q3 2017, closing a stake of 37,000 shares — an estimated $397K sold.

Meridian Wealth Management first reported a position in CAPD in Q1 2017 and held it in 2 quarters. The position peaked at $397K in Q2 2017. 17 funds tracked by Wall St. Rank hold CAPD as of Q3 2017.

  • Meridian Wealth Management reported no remaining iPath Shiller CAPE ETN position as of Q3 2017 after selling out during the quarter.
  • Meridian Wealth Management sold 37,000 iPath Shiller CAPE ETN shares in Q3 2017, an estimated $397K.
  • Meridian Wealth Management first reported a position in iPath Shiller CAPE ETN in Q1 2017 and held it in 2 quarters.
  • Meridian Wealth Management's iPath Shiller CAPE ETN position peaked at $397K in Q2 2017.
  • 17 funds tracked by Wall St. Rank held iPath Shiller CAPE ETN as of Q3 2017.

Based on Meridian Wealth Management's 13F filing for Q3 2017, filed 31 Oct 2017.