WP
CAPD

WealthShield Partners’s iPath Shiller CAPE ETN CAPD Stock Holding History

WealthShield Partners’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
2021
Q1 		– Sell
-33,150
Closed -$590K – 1204
2020
Q4 		$590K Sell
33,150
-5,640
-15% -$94.3K 0.11% 149
2020
Q3 		$605K Buy
+38,790
New +$595K 0.21% 109

Other funds holding CAPD

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
HT
Heritage Trust Oklahoma City, Oklahoma $997M AUM 21.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
BA
Bridge Advisory Pasadena, California $210M AUM 21.75% 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

WealthShield Partners's CAPD Position: Q1 2021 in Review

WealthShield Partners sold out of iPath Shiller CAPE ETN (CAPD) in Q1 2021, closing a stake of 33,150 shares — an estimated $590K sold.

WealthShield Partners first reported a position in CAPD in Q3 2020 and held it in 2 quarters. The position peaked at $605K in Q3 2020. 41 funds tracked by Wall St. Rank hold CAPD as of Q1 2021.

  • WealthShield Partners reported no remaining iPath Shiller CAPE ETN position as of Q1 2021 after selling out during the quarter.
  • WealthShield Partners sold 33,150 iPath Shiller CAPE ETN shares in Q1 2021, an estimated $590K.
  • WealthShield Partners first reported a position in iPath Shiller CAPE ETN in Q3 2020 and held it in 2 quarters.
  • WealthShield Partners's iPath Shiller CAPE ETN position peaked at $605K in Q3 2020.
  • 41 funds tracked by Wall St. Rank held iPath Shiller CAPE ETN as of Q1 2021.

Based on WealthShield Partners's 13F filing for Q1 2021, filed 17 May 2021.