Thrivent Financial for Lutherans
CAPD

Thrivent Financial for Lutherans’s iPath Shiller CAPE ETN CAPD Stock Holding History

Thrivent Financial for Lutherans’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
2017
Q2 		– Sell
-3,300
Closed -$32K – 2091
2017
Q1 		$32K Hold
3,300
– – ﹤0.01% 1909
2016
Q4 		$32K Buy
+3,300
New +$30.8K ﹤0.01% 1895

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MML Investors Services
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FEG
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Stifel Financial
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MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return
ATC
Argent Trust Co Nashville, Tennessee $2.95B AUM 22.66% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $5.51B AUM 24.51% 1-Year Est. Return

Thrivent Financial for Lutherans's CAPD Position: Q2 2017 in Review

Thrivent Financial for Lutherans sold out of iPath Shiller CAPE ETN (CAPD) in Q2 2017, closing a stake of 3,300 shares — an estimated $32K sold.

Thrivent Financial for Lutherans first reported a position in CAPD in Q4 2016 and held it in 2 quarters. The position peaked at $32K in Q1 2017. 18 funds tracked by Wall St. Rank hold CAPD as of Q2 2017.

  • Thrivent Financial for Lutherans reported no remaining iPath Shiller CAPE ETN position as of Q2 2017 after selling out during the quarter.
  • Thrivent Financial for Lutherans sold 3,300 iPath Shiller CAPE ETN shares in Q2 2017, an estimated $32K.
  • Thrivent Financial for Lutherans first reported a position in iPath Shiller CAPE ETN in Q4 2016 and held it in 2 quarters.
  • Thrivent Financial for Lutherans's iPath Shiller CAPE ETN position peaked at $32K in Q1 2017.
  • 18 funds tracked by Wall St. Rank held iPath Shiller CAPE ETN as of Q2 2017.

Based on Thrivent Financial for Lutherans's 13F filing for Q2 2017, filed 11 Aug 2017.