YIA
CAPD

YHB Investment Advisors’s iPath Shiller CAPE ETN CAPD Stock Holding History

YHB Investment Advisors’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
2022
Q1 		– Sell
-10,340
Closed -$235K – 318
2021
Q4 		$235K Buy
+10,340
New +$229K 0.02% 299

Other funds holding CAPD

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
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
BA
Bridgewater Advisors New York $1.68B AUM 20.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

YHB Investment Advisors's CAPD Position: Q1 2022 in Review

YHB Investment Advisors sold out of iPath Shiller CAPE ETN (CAPD) in Q1 2022, closing a stake of 10,340 shares — an estimated $235K sold.

YHB Investment Advisors first reported a position in CAPD in Q4 2021 and held it in 1 quarter. The position peaked at $235K in Q4 2021. 63 funds tracked by Wall St. Rank hold CAPD as of Q1 2022.

  • YHB Investment Advisors reported no remaining iPath Shiller CAPE ETN position as of Q1 2022 after selling out during the quarter.
  • YHB Investment Advisors sold 10,340 iPath Shiller CAPE ETN shares in Q1 2022, an estimated $235K.
  • YHB Investment Advisors first reported a position in iPath Shiller CAPE ETN in Q4 2021 and held it in 1 quarter.
  • YHB Investment Advisors's iPath Shiller CAPE ETN position peaked at $235K in Q4 2021.
  • 63 funds tracked by Wall St. Rank held iPath Shiller CAPE ETN as of Q1 2022.

Based on YHB Investment Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.