CCS
CSM icon

Crosspoint Capital Strategies’s ProShares Large Cap Core Plus CSM Stock Holding History

Crosspoint Capital Strategies’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
2016
Q1 		– Sell
-1,632
Closed -$82K – 243
2015
Q4 		$82K Buy
+1,632
New +$40.4K 0.02% 365

Other funds holding CSM

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LPL Financial
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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Crosspoint Capital Strategies's CSM Position: Q1 2016 in Review

Crosspoint Capital Strategies sold out of ProShares Large Cap Core Plus (CSM) in Q1 2016, closing a stake of 1,632 shares — an estimated $82K sold.

Crosspoint Capital Strategies first reported a position in CSM in Q4 2015 and held it in 1 quarter. The position peaked at $82K in Q4 2015. 61 funds tracked by Wall St. Rank hold CSM as of Q1 2016.

  • Crosspoint Capital Strategies reported no remaining ProShares Large Cap Core Plus position as of Q1 2016 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 1,632 ProShares Large Cap Core Plus shares in Q1 2016, an estimated $82K.
  • Crosspoint Capital Strategies first reported a position in ProShares Large Cap Core Plus in Q4 2015 and held it in 1 quarter.
  • Crosspoint Capital Strategies's ProShares Large Cap Core Plus position peaked at $82K in Q4 2015.
  • 61 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q1 2016.

Based on Crosspoint Capital Strategies's 13F filing for Q1 2016, filed 16 May 2016.