JWM
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Jackson Wealth Management’s ProShares Large Cap Core Plus CSM Stock Holding History

Jackson 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
2015
Q1 		– Sell
-72,556
Closed -$1.83M – 122
2014
Q4 		$1.83M Buy
+72,556
New +$1.78M 0.6% 52

Other funds holding CSM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
Aston Asset Management Chicago, Illinois $164M AUM 2.95% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
P
Palladiem Bryn Mawr, Pennsylvania $103M AUM
PFG
Pacific Financial Group Bellevue, Washington $209M AUM 22.2% 1-Year Est. Return

Jackson Wealth Management's CSM Position: Q1 2015 in Review

Jackson Wealth Management sold out of ProShares Large Cap Core Plus (CSM) in Q1 2015, closing a stake of 72,556 shares — an estimated $1.83M sold.

Jackson Wealth Management first reported a position in CSM in Q4 2014 and held it in 1 quarter. The position peaked at $1.83M in Q4 2014. 62 funds tracked by Wall St. Rank hold CSM as of Q1 2015.

  • Jackson Wealth Management reported no remaining ProShares Large Cap Core Plus position as of Q1 2015 after selling out during the quarter.
  • Jackson Wealth Management sold 72,556 ProShares Large Cap Core Plus shares in Q1 2015, an estimated $1.83M.
  • Jackson Wealth Management first reported a position in ProShares Large Cap Core Plus in Q4 2014 and held it in 1 quarter.
  • Jackson Wealth Management's ProShares Large Cap Core Plus position peaked at $1.83M in Q4 2014.
  • 62 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q1 2015.

Based on Jackson Wealth Management's 13F filing for Q1 2015, filed 4 May 2015.