NEIRG
CAPD

New England Investment & Retirement Group’s iPath Shiller CAPE ETN CAPD Stock Holding History

New England Investment & Retirement Group’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
2020
Q2 		– Sell
-2,510
Closed -$30K – 226
2020
Q1 		$30K Buy
+2,510
New +$35.2K 0.01% 104

Other funds holding CAPD

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
HT
Heritage Trust Oklahoma City, Oklahoma $1.15B AUM 35.37% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
ATC
Argent Trust Co Nashville, Tennessee $3.46B AUM 30.37% 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
SPI
Santori & Peters Inc Canonsburg, Pennsylvania $355M AUM 27.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

New England Investment & Retirement Group's CAPD Position: Q2 2020 in Review

New England Investment & Retirement Group sold out of iPath Shiller CAPE ETN (CAPD) in Q2 2020, closing a stake of 2,510 shares — an estimated $30K sold.

New England Investment & Retirement Group first reported a position in CAPD in Q1 2020 and held it in 1 quarter. The position peaked at $30K in Q1 2020. 35 funds tracked by Wall St. Rank hold CAPD as of Q2 2020.

  • New England Investment & Retirement Group reported no remaining iPath Shiller CAPE ETN position as of Q2 2020 after selling out during the quarter.
  • New England Investment & Retirement Group sold 2,510 iPath Shiller CAPE ETN shares in Q2 2020, an estimated $30K.
  • New England Investment & Retirement Group first reported a position in iPath Shiller CAPE ETN in Q1 2020 and held it in 1 quarter.
  • New England Investment & Retirement Group's iPath Shiller CAPE ETN position peaked at $30K in Q1 2020.
  • 35 funds tracked by Wall St. Rank held iPath Shiller CAPE ETN as of Q2 2020.

Based on New England Investment & Retirement Group's 13F filing for Q2 2020, filed 3 Aug 2020.