SAM
CAPD

SignalPoint Asset Management’s iPath Shiller CAPE ETN CAPD Stock Holding History

SignalPoint Asset Management’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
-14,620
Closed -$218K – 202
2019
Q4 		$218K Buy
+14,620
New +$209K 0.09% 185

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 $1.44B AUM 21.92% 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

SignalPoint Asset Management's CAPD Position: Q1 2020 in Review

SignalPoint Asset Management sold out of iPath Shiller CAPE ETN (CAPD) in Q1 2020, closing a stake of 14,620 shares — an estimated $218K sold.

SignalPoint Asset Management first reported a position in CAPD in Q4 2019 and held it in 1 quarter. The position peaked at $218K in Q4 2019. 35 funds tracked by Wall St. Rank hold CAPD as of Q1 2020.

  • SignalPoint Asset Management reported no remaining iPath Shiller CAPE ETN position as of Q1 2020 after selling out during the quarter.
  • SignalPoint Asset Management sold 14,620 iPath Shiller CAPE ETN shares in Q1 2020, an estimated $218K.
  • SignalPoint Asset Management first reported a position in iPath Shiller CAPE ETN in Q4 2019 and held it in 1 quarter.
  • SignalPoint Asset Management's iPath Shiller CAPE ETN position peaked at $218K in Q4 2019.
  • 35 funds tracked by Wall St. Rank held iPath Shiller CAPE ETN as of Q1 2020.

Based on SignalPoint Asset Management's 13F filing for Q1 2020, filed 23 Apr 2020.