Creative Planning
CSM icon

Creative Planning’s ProShares Large Cap Core Plus CSM Stock Holding History

Creative Planning’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
2017
Q3 		– Sell
-6,256
Closed -$188K – 2262
2017
Q2 		$188K Buy
6,256
+6,048
+2,908% +$180K ﹤0.01% 1552
2017
Q1 		$6K Hold
208
– – ﹤0.01% 3852
2016
Q4 		$6K Sell
208
-240
-54% -$6.45K ﹤0.01% 3833
2016
Q3 		$12K Buy
448
+240
+115% +$6.35K ﹤0.01% 3382
2016
Q2 		$5K Hold
208
– – ﹤0.01% 3620
2016
Q1 		$5K Hold
208
– – ﹤0.01% 3563
2015
Q4 		$5K Hold
208
– – ﹤0.01% 3655
2015
Q3 		$5K Buy
+208
New +$5.09K ﹤0.01% 3587
2015
Q2 		– Sell
-648
Closed -$16K – 1484
2015
Q1 		$16K Buy
648
+168
+35% +$4.23K ﹤0.01% 2870
2014
Q4 		$12K Sell
480
-1,572
-77% -$38.7K ﹤0.01% 3002
2014
Q3 		$49K Buy
2,052
+1,844
+887% +$44.5K ﹤0.01% 1941
2014
Q2 		$5K Hold
208
– – ﹤0.01% 3201
2014
Q1 		$5K Hold
208
– – ﹤0.01% 3069
2013
Q4 		$5K Hold
208
– – ﹤0.01% 2828
2013
Q3 		$4K Hold
208
– – ﹤0.01% 2791
2013
Q2 		$4K Buy
+208
New +$3.94K ﹤0.01% 2614

Other funds holding CSM

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
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
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CS
Comerica Securities Detroit, Michigan $1.2B AUM 16.58% 1-Year Est. Return