PWMG
CAPD

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

Prestige Wealth Management 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
Q3 		– Sell
-450
Closed -$6K – 939
2020
Q2 		$6K Buy
450
+70
+18% +$933 ﹤0.01% 512
2020
Q1 		$4K Sell
380
-320
-46% -$4.49K ﹤0.01% 553
2019
Q4 		$10K Hold
700
– – 0.01% 352
2019
Q3 		$10K Hold
700
– – 0.01% 348
2019
Q2 		$9K Hold
700
– – 0.01% 341
2019
Q1 		$9K Hold
700
– – 0.01% 348
2018
Q4 		$8K Buy
+700
New +$8.51K 0.01% 495

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
ATC
Argent Trust Co Nashville, Tennessee $2.95B AUM 22.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RG
Retirement Group San Diego, California $279M AUM 22.21% 1-Year Est. Return
SPI
Santori & Peters Inc Canonsburg, Pennsylvania $321M AUM 27.58% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Prestige Wealth Management Group's CAPD Position: Q3 2020 in Review

Prestige Wealth Management Group sold out of iPath Shiller CAPE ETN (CAPD) in Q3 2020, closing a stake of 450 shares — an estimated $6K sold.

Prestige Wealth Management Group first reported a position in CAPD in Q4 2018 and held it in 7 quarters. The position peaked at $10K in Q4 2019. 38 funds tracked by Wall St. Rank hold CAPD as of Q3 2020.

  • Prestige Wealth Management Group reported no remaining iPath Shiller CAPE ETN position as of Q3 2020 after selling out during the quarter.
  • Prestige Wealth Management Group sold 450 iPath Shiller CAPE ETN shares in Q3 2020, an estimated $6K.
  • Prestige Wealth Management Group first reported a position in iPath Shiller CAPE ETN in Q4 2018 and held it in 7 quarters.
  • Prestige Wealth Management Group's iPath Shiller CAPE ETN position peaked at $10K in Q4 2019.
  • 38 funds tracked by Wall St. Rank held iPath Shiller CAPE ETN as of Q3 2020.

Based on Prestige Wealth Management Group's 13F filing for Q3 2020, filed 26 Oct 2020.