PO
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Private Ocean’s DoubleLine Shiller CAPE US Equities ETF CAPE Stock Holding History

Private Ocean’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
Q4 		– Sell
-1,000
Closed -$23.7K – 523
2023
Q3 		$23.7K Buy
+1,000
New +$24.7K ﹤0.01% 296

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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
SPI
Santori & Peters Inc Canonsburg, Pennsylvania $321M AUM 27.58% 1-Year Est. Return
CPA
Clear Point Advisors Melville, New York $129M AUM 12.02% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return

Private Ocean's CAPE Position: Q4 2023 in Review

Private Ocean sold out of DoubleLine Shiller CAPE US Equities ETF (CAPE) in Q4 2023, closing a stake of 1,000 shares — an estimated $23.7K sold.

Private Ocean first reported a position in CAPE in Q3 2023 and held it in 1 quarter. The position peaked at $23.7K in Q3 2023. 33 funds tracked by Wall St. Rank hold CAPE as of Q4 2023.

  • Private Ocean reported no remaining DoubleLine Shiller CAPE US Equities ETF position as of Q4 2023 after selling out during the quarter.
  • Private Ocean sold 1,000 DoubleLine Shiller CAPE US Equities ETF shares in Q4 2023, an estimated $23.7K.
  • Private Ocean first reported a position in DoubleLine Shiller CAPE US Equities ETF in Q3 2023 and held it in 1 quarter.
  • Private Ocean's DoubleLine Shiller CAPE US Equities ETF position peaked at $23.7K in Q3 2023.
  • 33 funds tracked by Wall St. Rank held DoubleLine Shiller CAPE US Equities ETF as of Q4 2023.

Based on Private Ocean's 13F filing for Q4 2023, filed 23 Jan 2024.