BWA
CSM icon

Burt Wealth Advisors’s ProShares Large Cap Core Plus CSM Stock Holding History

Burt Wealth Advisors’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
Q1 		– Sell
-2,066
Closed -$63K – 360
2018
Q4 		$63K Sell
2,066
-1,978
-49% -$65.5K 0.03% 157
2018
Q3 		$146K Hold
4,044
– – 0.07% 104
2018
Q2 		$137K Buy
4,044
+1,200
+42% +$40.6K 0.07% 107
2018
Q1 		$95K Hold
2,844
– – 0.05% 130
2017
Q4 		$95K Buy
2,844
+778
+38% +$25.2K 0.06% 132
2017
Q3 		$65K Hold
2,066
– – 0.04% 156
2017
Q2 		$62K Hold
2,066
– – 0.04% 164
2017
Q1 		$60K Buy
+2,066
New +$59.2K 0.04% 148

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return