American Financial Network Advisory Services’s ProShares Large Cap Core Plus CSM Stock Holding History

American Financial Network Advisory Services’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
2019 Q3	$255K	Sell	7,196 -7,478	-51%	-$264K	0.38%	64
2019 Q2	$513K	Sell	14,674 -220	-1%	-$7.66K	0.4%	68
2019 Q1	$505K	Sell	14,894 -38,352	-72%	-$1.27M	0.37%	77
2018 Q4	$1.62M	Sell	53,246 -10,506	-16%	-$348K	1.15%	16
2018 Q3	$2.31M	Buy	63,752 +63,354	+15,918%	+$2.24M	1.22%	14
2018 Q2	$2.19K	Sell	398 -18	-4%	-$608	1.19%	15
2018 Q1	$2.25K	Sell	416 -79,118	-99%	-$2.7M	1.18%	17
2017 Q4	$2.65M	Buy	79,534 +14,346	+22%	+$464K	1.11%	15
2017 Q3	$2.04M	Buy	+65,188	New	+$1.99M	0.88%	23

Other funds holding CSM

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BRWM

B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

American Financial Network Advisory Services's CSM Position: Q3 2019 in Review

American Financial Network Advisory Services reduced its ProShares Large Cap Core Plus (CSM) stake by 51% in Q3 2019, selling an estimated $264K and leaving 7,196 shares worth $255K. The position accounts for 0.38% of the portfolio, ranked #64.

American Financial Network Advisory Services first reported a position in CSM in Q3 2017 and has held it in 9 quarters since. The position peaked at $2.65M in Q4 2017. 89 funds tracked by Wall St. Rank hold CSM as of Q3 2019.

American Financial Network Advisory Services held 7,196 shares of ProShares Large Cap Core Plus worth $255K as of Q3 2019.
American Financial Network Advisory Services sold 7,478 ProShares Large Cap Core Plus shares in Q3 2019, an estimated $264K.
ProShares Large Cap Core Plus made up 0.38% of American Financial Network Advisory Services's portfolio in Q3 2019, its #64 holding.
American Financial Network Advisory Services first reported a position in ProShares Large Cap Core Plus in Q3 2017 and has held it in 9 quarters since.
American Financial Network Advisory Services's ProShares Large Cap Core Plus position peaked at $2.65M in Q4 2017.
89 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q3 2019.

Based on American Financial Network Advisory Services's 13F filing for Q3 2019, filed 12 Nov 2019.