Gary Goldberg Planning Services’s ProShares Large Cap Core Plus CSM Stock Holding History

Gary Goldberg Planning 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
2014 Q4	–	Sell	-400	Closed	-$10K	–	459
2014 Q3	$10K	Buy	+400	New	+$9.66K	﹤0.01%	379

Other funds holding CSM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PFG

Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return

AAM

Aston Asset Management Chicago, Illinois $164M AUM 2.95% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Palladiem Bryn Mawr, Pennsylvania $105M AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gary Goldberg Planning Services's CSM Position: Q4 2014 in Review

Gary Goldberg Planning Services sold out of ProShares Large Cap Core Plus (CSM) in Q4 2014, closing a stake of 400 shares — an estimated $10K sold.

Gary Goldberg Planning Services first reported a position in CSM in Q3 2014 and held it in 1 quarter. The position peaked at $10K in Q3 2014. 58 funds tracked by Wall St. Rank hold CSM as of Q4 2014.

Gary Goldberg Planning Services reported no remaining ProShares Large Cap Core Plus position as of Q4 2014 after selling out during the quarter.
Gary Goldberg Planning Services sold 400 ProShares Large Cap Core Plus shares in Q4 2014, an estimated $10K.
Gary Goldberg Planning Services first reported a position in ProShares Large Cap Core Plus in Q3 2014 and held it in 1 quarter.
Gary Goldberg Planning Services's ProShares Large Cap Core Plus position peaked at $10K in Q3 2014.
58 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.