Wells Fargo
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Wells Fargo’s DoubleLine Shiller CAPE US Equities ETF CAPE Stock Holding History

Wells Fargo’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
Q2 		– Sell
-589
Closed -$13.4K – 7597
2023
Q1 		$13.4K Buy
+589
New +$13.2K ﹤0.01% 5761

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Wells Fargo's CAPE Position: Q2 2023 in Review

Wells Fargo sold out of DoubleLine Shiller CAPE US Equities ETF (CAPE) in Q2 2023, closing a stake of 589 shares — an estimated $13.4K sold.

Wells Fargo first reported a position in CAPE in Q1 2023 and held it in 1 quarter. The position peaked at $13.4K in Q1 2023. 25 funds tracked by Wall St. Rank hold CAPE as of Q2 2023.

  • Wells Fargo reported no remaining DoubleLine Shiller CAPE US Equities ETF position as of Q2 2023 after selling out during the quarter.
  • Wells Fargo sold 589 DoubleLine Shiller CAPE US Equities ETF shares in Q2 2023, an estimated $13.4K.
  • Wells Fargo first reported a position in DoubleLine Shiller CAPE US Equities ETF in Q1 2023 and held it in 1 quarter.
  • Wells Fargo's DoubleLine Shiller CAPE US Equities ETF position peaked at $13.4K in Q1 2023.
  • 25 funds tracked by Wall St. Rank held DoubleLine Shiller CAPE US Equities ETF as of Q2 2023.

Based on Wells Fargo's 13F filing for Q2 2023, filed 15 Aug 2023.