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Hayden Royal’s ProShares Large Cap Core Plus CSM Stock Holding History

Hayden Royal’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
2020
Q1 		– Sell
-5,372
Closed -$215K – 227
2019
Q4 		$215K Buy
+5,372
New +$198K 0.11% 197

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 $1.89T AUM 35.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $962M AUM 8.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

Hayden Royal's CSM Position: Q1 2020 in Review

Hayden Royal sold out of ProShares Large Cap Core Plus (CSM) in Q1 2020, closing a stake of 5,372 shares — an estimated $215K sold.

Hayden Royal first reported a position in CSM in Q4 2019 and held it in 1 quarter. The position peaked at $215K in Q4 2019. 83 funds tracked by Wall St. Rank hold CSM as of Q1 2020.

  • Hayden Royal reported no remaining ProShares Large Cap Core Plus position as of Q1 2020 after selling out during the quarter.
  • Hayden Royal sold 5,372 ProShares Large Cap Core Plus shares in Q1 2020, an estimated $215K.
  • Hayden Royal first reported a position in ProShares Large Cap Core Plus in Q4 2019 and held it in 1 quarter.
  • Hayden Royal's ProShares Large Cap Core Plus position peaked at $215K in Q4 2019.
  • 83 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q1 2020.

Based on Hayden Royal's 13F filing for Q1 2020, filed 8 Jun 2020.