PP
CAPD

Pacifica Partners’s iPath Shiller CAPE ETN CAPD Stock Holding History

Pacifica Partners’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
Q1 		– Sell
-1,690
Closed -$25K – 406
2019
Q4 		$25K Buy
+1,690
New +$24.1K 0.02% 181

Other funds holding CAPD

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
HT
Heritage Trust Oklahoma City, Oklahoma $997M AUM 21.8% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ATC
Argent Trust Co Nashville, Tennessee $2.95B AUM 22.66% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SPI
Santori & Peters Inc Canonsburg, Pennsylvania $321M AUM 27.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Pacifica Partners's CAPD Position: Q1 2020 in Review

Pacifica Partners sold out of iPath Shiller CAPE ETN (CAPD) in Q1 2020, closing a stake of 1,690 shares — an estimated $25K sold.

Pacifica Partners first reported a position in CAPD in Q4 2019 and held it in 1 quarter. The position peaked at $25K in Q4 2019. 35 funds tracked by Wall St. Rank hold CAPD as of Q1 2020.

  • Pacifica Partners reported no remaining iPath Shiller CAPE ETN position as of Q1 2020 after selling out during the quarter.
  • Pacifica Partners sold 1,690 iPath Shiller CAPE ETN shares in Q1 2020, an estimated $25K.
  • Pacifica Partners first reported a position in iPath Shiller CAPE ETN in Q4 2019 and held it in 1 quarter.
  • Pacifica Partners's iPath Shiller CAPE ETN position peaked at $25K in Q4 2019.
  • 35 funds tracked by Wall St. Rank held iPath Shiller CAPE ETN as of Q1 2020.

Based on Pacifica Partners's 13F filing for Q1 2020, filed 15 Apr 2020.