EBSAM
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Eubel Brady & Suttman Asset Management’s ProShares Large Cap Core Plus CSM Stock Holding History

Eubel Brady & Suttman Asset Management’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
2021
Q3 		– Sell
-768
Closed -$36K – 128
2021
Q2 		$36K Buy
+768
New +$37K ﹤0.01% 373

Other funds holding CSM

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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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Eubel Brady & Suttman Asset Management's CSM Position: Q3 2021 in Review

Eubel Brady & Suttman Asset Management sold out of ProShares Large Cap Core Plus (CSM) in Q3 2021, closing a stake of 768 shares — an estimated $36K sold.

Eubel Brady & Suttman Asset Management first reported a position in CSM in Q2 2021 and held it in 1 quarter. The position peaked at $36K in Q2 2021. 83 funds tracked by Wall St. Rank hold CSM as of Q3 2021.

  • Eubel Brady & Suttman Asset Management reported no remaining ProShares Large Cap Core Plus position as of Q3 2021 after selling out during the quarter.
  • Eubel Brady & Suttman Asset Management sold 768 ProShares Large Cap Core Plus shares in Q3 2021, an estimated $36K.
  • Eubel Brady & Suttman Asset Management first reported a position in ProShares Large Cap Core Plus in Q2 2021 and held it in 1 quarter.
  • Eubel Brady & Suttman Asset Management's ProShares Large Cap Core Plus position peaked at $36K in Q2 2021.
  • 83 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q3 2021.

Based on Eubel Brady & Suttman Asset Management's 13F filing for Q3 2021, filed 5 Nov 2021.