TRCT
CAPD

Tower Research Capital (TRC)’s iPath Shiller CAPE ETN CAPD Stock Holding History

Tower Research Capital (TRC)’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
-1,000
Closed -$10K – 3674
2017
Q1 		$10K Buy
+1,000
New +$10.1K ﹤0.01% 1797
2014
Q3 		– Sell
-10
Closed – – 5033
2014
Q2 		$0 Buy
+10
New +$70 ﹤0.01% 4799

Other funds holding CAPD

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
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

Tower Research Capital (TRC)'s CAPD Position: Q2 2017 in Review

Tower Research Capital (TRC) sold out of iPath Shiller CAPE ETN (CAPD) in Q2 2017, closing a stake of 1,000 shares — an estimated $10K sold.

Tower Research Capital (TRC) first reported a position in CAPD in Q2 2014 and held it in 2 quarters. The position peaked at $10K in Q1 2017. 18 funds tracked by Wall St. Rank hold CAPD as of Q2 2017.

  • Tower Research Capital (TRC) reported no remaining iPath Shiller CAPE ETN position as of Q2 2017 after selling out during the quarter.
  • Tower Research Capital (TRC) sold 1,000 iPath Shiller CAPE ETN shares in Q2 2017, an estimated $10K.
  • Tower Research Capital (TRC) first reported a position in iPath Shiller CAPE ETN in Q2 2014 and held it in 2 quarters.
  • Tower Research Capital (TRC)'s iPath Shiller CAPE ETN position peaked at $10K in Q1 2017.
  • 18 funds tracked by Wall St. Rank held iPath Shiller CAPE ETN as of Q2 2017.

Based on Tower Research Capital (TRC)'s 13F filing for Q2 2017, filed 15 Aug 2017.