CSM
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CAMG Solamere Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

CAMG Solamere Management’s Portfolio DSI Stock Details DSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-3,980
Closed -$239K – 119
2019
Q4 		$239K Hold
3,980
– – 0.11% 84
2019
Q3 		$221K Hold
3,980
– – 0.11% 89
2019
Q2 		$217K Hold
3,980
– – 0.1% 90
2019
Q1 		$209K Buy
+3,980
New +$202K 0.1% 96
2018
Q4 		– Sell
-3,980
Closed -$213K – 106
2018
Q3 		$213K Hold
3,980
– – 0.11% 109
2018
Q2 		$201K Buy
+3,980
New +$200K 0.1% 123

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JP Morgan Chase
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Betterment LLC
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Envestnet Asset Management
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Carson Wealth (CWM LLC)
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UBS Group
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Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Goldman Sachs
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PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return