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Advisory Alpha’s ProShares Large Cap Core Plus CSM Stock Holding History

Advisory Alpha’s Portfolio CSM Stock Details CSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-94
Closed -$3.7K – 740
2019
Q4 		$3.7K Buy
+94
New +$3.46K ﹤0.01% 611

Other funds holding CSM

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $962M AUM 8.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

Advisory Alpha's CSM Position: Q1 2020 in Review

Advisory Alpha sold out of ProShares Large Cap Core Plus (CSM) in Q1 2020, closing a stake of 94 shares — an estimated $3.7K sold.

Advisory Alpha first reported a position in CSM in Q4 2019 and held it in 1 quarter. The position peaked at $3.7K in Q4 2019. 83 funds tracked by Wall St. Rank hold CSM as of Q1 2020.

  • Advisory Alpha reported no remaining ProShares Large Cap Core Plus position as of Q1 2020 after selling out during the quarter.
  • Advisory Alpha sold 94 ProShares Large Cap Core Plus shares in Q1 2020, an estimated $3.7K.
  • Advisory Alpha first reported a position in ProShares Large Cap Core Plus in Q4 2019 and held it in 1 quarter.
  • Advisory Alpha's ProShares Large Cap Core Plus position peaked at $3.7K in Q4 2019.
  • 83 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q1 2020.

Based on Advisory Alpha's 13F filing for Q1 2020, filed 29 Apr 2020.