B
CSM icon

Baird’s ProShares Large Cap Core Plus CSM Stock Holding History

Baird’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
2013
Q4 		– Sell
-93,936
Closed -$1.86M – 1105
2013
Q3 		$1.86M Buy
93,936
+47,228
+101% +$936K 0.03% 459
2013
Q2 		$887K Buy
+46,708
New +$884K 0.02% 602

Other funds holding CSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Baird's CSM Position: Q4 2013 in Review

Baird sold out of ProShares Large Cap Core Plus (CSM) in Q4 2013, closing a stake of 93,936 shares — an estimated $1.86M sold.

Baird first reported a position in CSM in Q2 2013 and held it in 2 quarters. The position peaked at $1.86M in Q3 2013. 33 funds tracked by Wall St. Rank hold CSM as of Q4 2013.

  • Baird reported no remaining ProShares Large Cap Core Plus position as of Q4 2013 after selling out during the quarter.
  • Baird sold 93,936 ProShares Large Cap Core Plus shares in Q4 2013, an estimated $1.86M.
  • Baird first reported a position in ProShares Large Cap Core Plus in Q2 2013 and held it in 2 quarters.
  • Baird's ProShares Large Cap Core Plus position peaked at $1.86M in Q3 2013.
  • 33 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q4 2013.

Based on Baird's 13F filing for Q4 2013, filed 12 Feb 2014.