LWM
CSM icon

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

Liberty 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
Q3 		– Sell
-400
Closed -$14K – 888
2019
Q2 		$14K Buy
+400
New +$13.9K 0.01% 463

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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
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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
BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Liberty Wealth Management's CSM Position: Q3 2019 in Review

Liberty Wealth Management sold out of ProShares Large Cap Core Plus (CSM) in Q3 2019, closing a stake of 400 shares — an estimated $14K sold.

Liberty Wealth Management first reported a position in CSM in Q2 2019 and held it in 1 quarter. The position peaked at $14K in Q2 2019. 89 funds tracked by Wall St. Rank hold CSM as of Q3 2019.

  • Liberty Wealth Management reported no remaining ProShares Large Cap Core Plus position as of Q3 2019 after selling out during the quarter.
  • Liberty Wealth Management sold 400 ProShares Large Cap Core Plus shares in Q3 2019, an estimated $14K.
  • Liberty Wealth Management first reported a position in ProShares Large Cap Core Plus in Q2 2019 and held it in 1 quarter.
  • Liberty Wealth Management's ProShares Large Cap Core Plus position peaked at $14K in Q2 2019.
  • 89 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q3 2019.

Based on Liberty Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.