Cascadia Advisory Services’s ProShares Large Cap Core Plus CSM Stock Holding History

Cascadia 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 Q4	$379K	Buy	+9,810	New	+$361K	0.11%	154

Other funds holding CSM

MFG

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPT

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BRWM

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

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

Cascadia Advisory Services's CSM Position: Q4 2019 in Review

Cascadia Advisory Services opened a new position in ProShares Large Cap Core Plus (CSM) in Q4 2019: 9,810 shares worth $379K. The stake represents 0.11% of the portfolio and ranks #154 among its holdings.

98 funds tracked by Wall St. Rank hold CSM as of Q4 2019.

Cascadia Advisory Services held 9,810 shares of ProShares Large Cap Core Plus worth $379K as of Q4 2019.
ProShares Large Cap Core Plus was a new Cascadia Advisory Services position in Q4 2019.
ProShares Large Cap Core Plus made up 0.11% of Cascadia Advisory Services's portfolio in Q4 2019, its #154 holding.
98 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q4 2019.

Based on Cascadia Advisory Services's 13F filing for Q4 2019, filed 11 Feb 2020.