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AMG Funds’s ProShares Large Cap Core Plus CSM Stock Holding History

AMG Funds’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
Q4 		– Sell
-47,570
Closed -$1.72M – 110
2018
Q3 		$1.72M Sell
47,570
-8,400
-15% -$297K 1.25% 19
2018
Q2 		$1.89M Sell
55,970
-16,700
-23% -$564K 1.2% 20
2018
Q1 		$2.42M Sell
72,670
-3,000
-4% -$102K 1.4% 11
2017
Q4 		$2.53M Sell
75,670
-27,600
-27% -$893K 1.36% 11
2017
Q3 		$3.23M Sell
103,270
-36,500
-26% -$1.12M 1.77% 2
2017
Q2 		$4.2M Sell
139,770
-79,750
-36% -$2.37M 2.31% 1
2017
Q1 		$6.41M Sell
219,520
-54,000
-20% -$1.55M 3.45% 1
2016
Q4 		$7.56M Sell
273,520
-65,000
-19% -$1.75M 4.13% 1
2016
Q3 		$8.94M Buy
+338,520
New +$8.96M 5.1% 1

Other funds holding CSM

MFG
Merit Financial Group Alpharetta, Georgia $13.5B AUM 19.09% 1-Year Est. Return
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
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return