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

Cypress 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	$782K	Sell	22,852 -1,540	-6%	-$51K	0.89%	36
2018 Q4	$739K	Sell	24,392 -1,680	-6%	-$55.7K	1.02%	33
2018 Q3	$942K	Sell	26,072 -1,274	-5%	-$45K	0.99%	36
2018 Q2	$923K	Sell	27,346 -350	-1%	-$11.8K	1%	36
2018 Q1	$921K	Sell	27,696 -10,392	-27%	-$355K	1%	35
2017 Q4	$1.27M	Sell	38,088 -10,592	-22%	-$343K	1.22%	33
2017 Q3	$1.52M	Sell	48,680 -26,986	-36%	-$825K	2.46%	11
2017 Q2	$2.27M	Sell	75,666 -74,390	-50%	-$2.21M	2.66%	10
2017 Q1	$4.38M	Sell	150,056 -18,176	-11%	-$521K	2%	10
2016 Q4	$4.65M	Buy	168,232 +19,894	+13%	+$535K	2.12%	8
2016 Q3	$3.92M	Sell	148,338 -4,616	-3%	-$122K	1.77%	9
2016 Q2	$3.91M	Buy	152,954 +18,966	+14%	+$480K	1.93%	9
2016 Q1	$3.39M	Buy	133,988 +9,370	+8%	+$222K	1.55%	12
2015 Q4	$3.08M	Sell	124,618 -9,372	-7%	-$232K	1.56%	12
2015 Q3	$3.09M	Sell	133,990 -2,284	-2%	-$55.9K	1.67%	11
2015 Q2	$3.38M	Buy	+136,274	New	+$3.47M	1.98%	10

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

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

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

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

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

BRWM

B. Riley Wealth Management Memphis, Tennessee $962M AUM 8.45% 1-Year Est. Return

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

Cypress Wealth Advisors's CSM Position: Q1 2019 in Review

Cypress Wealth Advisors reduced its ProShares Large Cap Core Plus (CSM) stake by 6.3% in Q1 2019, selling an estimated $51K and leaving 22,852 shares worth $782K. The position accounts for 0.89% of the portfolio, ranked #36.

Cypress Wealth Advisors first reported a position in CSM in Q2 2015 and has held it in 16 quarters since. The position peaked at $4.65M in Q4 2016. 92 funds tracked by Wall St. Rank hold CSM as of Q1 2019.

Cypress Wealth Advisors held 22,852 shares of ProShares Large Cap Core Plus worth $782K as of Q1 2019.
Cypress Wealth Advisors sold 1,540 ProShares Large Cap Core Plus shares in Q1 2019, an estimated $51K.
ProShares Large Cap Core Plus made up 0.89% of Cypress Wealth Advisors's portfolio in Q1 2019, its #36 holding.
Cypress Wealth Advisors first reported a position in ProShares Large Cap Core Plus in Q2 2015 and has held it in 16 quarters since.
Cypress Wealth Advisors's ProShares Large Cap Core Plus position peaked at $4.65M in Q4 2016.
92 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q1 2019.

Based on Cypress Wealth Advisors's 13F filing for Q1 2019, filed 17 May 2019.