MIM
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Macroview Investment Management’s ProShares Large Cap Core Plus CSM Stock Holding History

Macroview Investment 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
2014
Q2 		– Sell
-780
Closed -$18K – 201
2014
Q1 		$18K Hold
780
– – 0.03% 77
2013
Q4 		$17K Hold
780
– – 0.03% 73
2013
Q3 		$15K Hold
780
– – 0.03% 76
2013
Q2 		$15K Buy
+780
New +$14.8K 0.02% 63

Other funds holding CSM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PFG
Pacific Financial Group Bellevue, Washington $209M AUM 22.2% 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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Macroview Investment Management's CSM Position: Q2 2014 in Review

Macroview Investment Management sold out of ProShares Large Cap Core Plus (CSM) in Q2 2014, closing a stake of 780 shares — an estimated $18K sold.

Macroview Investment Management first reported a position in CSM in Q2 2013 and held it in 4 quarters. The position peaked at $18K in Q1 2014. 42 funds tracked by Wall St. Rank hold CSM as of Q2 2014.

  • Macroview Investment Management reported no remaining ProShares Large Cap Core Plus position as of Q2 2014 after selling out during the quarter.
  • Macroview Investment Management sold 780 ProShares Large Cap Core Plus shares in Q2 2014, an estimated $18K.
  • Macroview Investment Management first reported a position in ProShares Large Cap Core Plus in Q2 2013 and held it in 4 quarters.
  • Macroview Investment Management's ProShares Large Cap Core Plus position peaked at $18K in Q1 2014.
  • 42 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q2 2014.

Based on Macroview Investment Management's 13F filing for Q2 2014, filed 29 Jul 2014.