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AlphaCore Capital’s ProShares Large Cap Core Plus CSM Stock Holding History

AlphaCore Capital’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
Q2 		– Sell
-1,450
Closed -$43K – 123
2020
Q1 		$43K Buy
+1,450
New +$52.3K 0.03% 112

Other funds holding CSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return

AlphaCore Capital's CSM Position: Q2 2020 in Review

AlphaCore Capital sold out of ProShares Large Cap Core Plus (CSM) in Q2 2020, closing a stake of 1,450 shares — an estimated $43K sold.

AlphaCore Capital first reported a position in CSM in Q1 2020 and held it in 1 quarter. The position peaked at $43K in Q1 2020. 79 funds tracked by Wall St. Rank hold CSM as of Q2 2020.

  • AlphaCore Capital reported no remaining ProShares Large Cap Core Plus position as of Q2 2020 after selling out during the quarter.
  • AlphaCore Capital sold 1,450 ProShares Large Cap Core Plus shares in Q2 2020, an estimated $43K.
  • AlphaCore Capital first reported a position in ProShares Large Cap Core Plus in Q1 2020 and held it in 1 quarter.
  • AlphaCore Capital's ProShares Large Cap Core Plus position peaked at $43K in Q1 2020.
  • 79 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q2 2020.

Based on AlphaCore Capital's 13F filing for Q2 2020, filed 14 Aug 2020.