GSWM
CSM icon

Golden State Wealth Management’s ProShares Large Cap Core Plus CSM Stock Holding History

Golden State Wealth 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
2019
Q4 		– Sell
-228
Closed -$8K – 227
2019
Q3 		$8K Sell
228
-2,490
-92% -$87.9K ﹤0.01% 780
2019
Q2 		$95K Hold
2,718
– – 0.03% 339
2019
Q1 		$93K Buy
+2,718
New +$90.1K 0.03% 331

Other funds holding CSM

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Golden State Wealth Management's CSM Position: Q4 2019 in Review

Golden State Wealth Management sold out of ProShares Large Cap Core Plus (CSM) in Q4 2019, closing a stake of 228 shares — an estimated $8K sold.

Golden State Wealth Management first reported a position in CSM in Q1 2019 and held it in 3 quarters. The position peaked at $95K in Q2 2019. 98 funds tracked by Wall St. Rank hold CSM as of Q4 2019.

  • Golden State Wealth Management reported no remaining ProShares Large Cap Core Plus position as of Q4 2019 after selling out during the quarter.
  • Golden State Wealth Management sold 228 ProShares Large Cap Core Plus shares in Q4 2019, an estimated $8K.
  • Golden State Wealth Management first reported a position in ProShares Large Cap Core Plus in Q1 2019 and held it in 3 quarters.
  • Golden State Wealth Management's ProShares Large Cap Core Plus position peaked at $95K in Q2 2019.
  • 98 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q4 2019.

Based on Golden State Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.