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Ahrens Investment Partners’s ProShares Large Cap Core Plus CSM Stock Holding History

Ahrens Investment Partners’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
2018
Q1 		– Sell
-9,630
Closed -$321K – 164
2017
Q4 		$321K Buy
+9,630
New +$312K 0.13% 100

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LPT
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LPL Financial
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Wells Fargo
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return

Ahrens Investment Partners's CSM Position: Q1 2018 in Review

Ahrens Investment Partners sold out of ProShares Large Cap Core Plus (CSM) in Q1 2018, closing a stake of 9,630 shares — an estimated $321K sold.

Ahrens Investment Partners first reported a position in CSM in Q4 2017 and held it in 1 quarter. The position peaked at $321K in Q4 2017. 86 funds tracked by Wall St. Rank hold CSM as of Q1 2018.

  • Ahrens Investment Partners reported no remaining ProShares Large Cap Core Plus position as of Q1 2018 after selling out during the quarter.
  • Ahrens Investment Partners sold 9,630 ProShares Large Cap Core Plus shares in Q1 2018, an estimated $321K.
  • Ahrens Investment Partners first reported a position in ProShares Large Cap Core Plus in Q4 2017 and held it in 1 quarter.
  • Ahrens Investment Partners's ProShares Large Cap Core Plus position peaked at $321K in Q4 2017.
  • 86 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q1 2018.

Based on Ahrens Investment Partners's 13F filing for Q1 2018, filed 16 May 2018.