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Parallel Advisors’s DoubleLine Shiller CAPE US Equities ETF CAPE Stock Holding History

Parallel Advisors’s Portfolio CAPE Stock Details CAPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-146
Closed -$3.58K – 3382
2023
Q2 		$3.58K Buy
+146
New +$3.35K ﹤0.01% 2550

Other funds holding CAPE

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
SFG
Socha Financial Group Corning, New York $197M AUM 21.75% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $340M AUM 14.34% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SPI
Santori & Peters Inc Canonsburg, Pennsylvania $321M AUM 27.58% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

Parallel Advisors's CAPE Position: Q3 2023 in Review

Parallel Advisors sold out of DoubleLine Shiller CAPE US Equities ETF (CAPE) in Q3 2023, closing a stake of 146 shares — an estimated $3.58K sold.

Parallel Advisors first reported a position in CAPE in Q2 2023 and held it in 1 quarter. The position peaked at $3.58K in Q2 2023. 27 funds tracked by Wall St. Rank hold CAPE as of Q3 2023.

  • Parallel Advisors reported no remaining DoubleLine Shiller CAPE US Equities ETF position as of Q3 2023 after selling out during the quarter.
  • Parallel Advisors sold 146 DoubleLine Shiller CAPE US Equities ETF shares in Q3 2023, an estimated $3.58K.
  • Parallel Advisors first reported a position in DoubleLine Shiller CAPE US Equities ETF in Q2 2023 and held it in 1 quarter.
  • Parallel Advisors's DoubleLine Shiller CAPE US Equities ETF position peaked at $3.58K in Q2 2023.
  • 27 funds tracked by Wall St. Rank held DoubleLine Shiller CAPE US Equities ETF as of Q3 2023.

Based on Parallel Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.