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Integrated Investment Consultants’s ProShares Large Cap Core Plus CSM Stock Holding History

Integrated Investment Consultants’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
2018
Q2 		– Sell
-1,226
Closed -$41K – 286
2018
Q1 		$41K Buy
+1,226
New +$41.8K 0.02% 464

Other funds holding CSM

MFG
Merit Financial Group Alpharetta, Georgia $13.5B AUM 19.09% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Integrated Investment Consultants's CSM Position: Q2 2018 in Review

Integrated Investment Consultants sold out of ProShares Large Cap Core Plus (CSM) in Q2 2018, closing a stake of 1,226 shares — an estimated $41K sold.

Integrated Investment Consultants first reported a position in CSM in Q1 2018 and held it in 1 quarter. The position peaked at $41K in Q1 2018. 89 funds tracked by Wall St. Rank hold CSM as of Q2 2018.

  • Integrated Investment Consultants reported no remaining ProShares Large Cap Core Plus position as of Q2 2018 after selling out during the quarter.
  • Integrated Investment Consultants sold 1,226 ProShares Large Cap Core Plus shares in Q2 2018, an estimated $41K.
  • Integrated Investment Consultants first reported a position in ProShares Large Cap Core Plus in Q1 2018 and held it in 1 quarter.
  • Integrated Investment Consultants's ProShares Large Cap Core Plus position peaked at $41K in Q1 2018.
  • 89 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q2 2018.

Based on Integrated Investment Consultants's 13F filing for Q2 2018, filed 1 Aug 2018.