Evensky & Katz LLC Sells 11,774 Shares of Shiller CAPE U.S. Equities ETF (NYSEARCA:CAPE)

Evensky & Katz LLC trimmed its holdings in shares of Shiller CAPE U.S. Equities ETF (NYSEARCA:CAPE) by 2.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 579,390 shares of the company’s stock after selling 11,774 shares during the period. Shiller CAPE U.S. Equities ETF accounts for about 1.1% of Evensky & Katz LLC’s investment portfolio, making the stock its 18th biggest holding. Evensky & Katz LLC’s holdings in Shiller CAPE U.S. Equities ETF were worth $17,363,000 at the end of the most recent quarter.

Other large investors also recently made changes to their positions in the company. Creative Financial Designs Inc. ADV raised its position in shares of Shiller CAPE U.S. Equities ETF by 150.0% during the fourth quarter. Creative Financial Designs Inc. ADV now owns 1,250 shares of the company’s stock worth $37,000 after purchasing an additional 750 shares during the period. Comerica Bank increased its position in shares of Shiller CAPE U.S. Equities ETF by 7.9% during the 4th quarter. Comerica Bank now owns 16,417 shares of the company’s stock worth $492,000 after purchasing an additional 1,200 shares during the last quarter. Dana Investment Advisors Inc. raised its position in Shiller CAPE U.S. Equities ETF by 10.0% during the fourth quarter. Dana Investment Advisors Inc. now owns 22,814 shares of the company’s stock worth $684,000 after acquiring an additional 2,068 shares in the last quarter. Kingswood Wealth Advisors LLC lifted its stake in Shiller CAPE U.S. Equities ETF by 122.9% in the 4th quarter. Kingswood Wealth Advisors LLC now owns 29,200 shares of the company’s stock valued at $875,000 after purchasing an additional 16,100 shares during the last quarter. Finally, Capital Investment Advisors LLC boosted its stake in shares of Shiller CAPE U.S. Equities ETF by 4.3% during the 4th quarter. Capital Investment Advisors LLC now owns 91,822 shares of the company’s stock worth $2,752,000 after acquiring an additional 3,820 shares during the period.

Shiller CAPE U.S. Equities ETF Stock Performance

NYSEARCA CAPE opened at $30.21 on Friday. The stock has a market cap of $299.68 million, a PE ratio of 27.07 and a beta of 1.10. The firm has a 50-day moving average of $29.76 and a 200-day moving average of $30.43. Shiller CAPE U.S. Equities ETF has a 52-week low of $26.89 and a 52-week high of $32.13.

Shiller CAPE U.S. Equities ETF Company Profile

The Barclays ETN+ Shiller Capet ETN (CAPE) is an exchange-traded fund that is based on the Shiller Barclays CAPE US Sector index. The fund is an actively managed, non-transparent ETF that aims to outperform the S&P 500 Index by investing in US stocks of any size from the most undervalued sectors based on the CAPE ratio and momentum factors.