SG
CAPE icon

StoneX Group’s DoubleLine Shiller CAPE US Equities ETF CAPE Stock Holding History

StoneX Group’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
Q1 		– Sell
-69,518
Closed -$1.46M – 477
2022
Q4 		$1.46M Buy
+69,518
New +$1.48M 0.21% 76

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

StoneX Group's CAPE Position: Q1 2023 in Review

StoneX Group sold out of DoubleLine Shiller CAPE US Equities ETF (CAPE) in Q1 2023, closing a stake of 69,518 shares — an estimated $1.46M sold.

StoneX Group first reported a position in CAPE in Q4 2022 and held it in 1 quarter. The position peaked at $1.46M in Q4 2022. 27 funds tracked by Wall St. Rank hold CAPE as of Q1 2023.

  • StoneX Group reported no remaining DoubleLine Shiller CAPE US Equities ETF position as of Q1 2023 after selling out during the quarter.
  • StoneX Group sold 69,518 DoubleLine Shiller CAPE US Equities ETF shares in Q1 2023, an estimated $1.46M.
  • StoneX Group first reported a position in DoubleLine Shiller CAPE US Equities ETF in Q4 2022 and held it in 1 quarter.
  • StoneX Group's DoubleLine Shiller CAPE US Equities ETF position peaked at $1.46M in Q4 2022.
  • 27 funds tracked by Wall St. Rank held DoubleLine Shiller CAPE US Equities ETF as of Q1 2023.

Based on StoneX Group's 13F filing for Q1 2023, filed 11 May 2023.