MCM
CSM icon

Maple Capital Management’s ProShares Large Cap Core Plus CSM Stock Holding History

Maple Capital 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
2020
Q1 		– Sell
-6,840
Closed -$264K – 95
2019
Q4 		$264K Buy
6,840
+250
+4% +$9.21K 0.05% 106
2019
Q3 		$234K Sell
6,590
-600
-8% -$21.2K 0.05% 108
2019
Q2 		$253K Sell
7,190
-930
-11% -$32.4K 0.06% 108
2019
Q1 		$278K Sell
8,120
-250
-3% -$8.29K 0.07% 100
2018
Q4 		$254K Buy
8,370
+950
+13% +$31.5K 0.07% 105
2018
Q3 		$268K Sell
7,420
-300
-4% -$10.6K 0.06% 108
2018
Q2 		$261K Sell
7,720
-4,510
-37% -$152K 0.06% 111
2018
Q1 		$407K Buy
12,230
+290
+2% +$9.9K 0.1% 99
2017
Q4 		$399K Buy
11,940
+1,710
+17% +$55.3K 0.1% 95
2017
Q3 		$320K Buy
10,230
+1,530
+18% +$46.8K 0.09% 113
2017
Q2 		$262K Buy
8,700
+950
+12% +$28.2K 0.08% 116
2017
Q1 		$226K Buy
+7,750
New +$222K 0.07% 124

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 $1.81B AUM 19.87% 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 8.45% 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 22.96% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

Maple Capital Management's CSM Position: Q1 2020 in Review

Maple Capital Management sold out of ProShares Large Cap Core Plus (CSM) in Q1 2020, closing a stake of 6,840 shares — an estimated $264K sold.

Maple Capital Management first reported a position in CSM in Q1 2017 and held it in 12 quarters. The position peaked at $407K in Q1 2018. 83 funds tracked by Wall St. Rank hold CSM as of Q1 2020.

  • Maple Capital Management reported no remaining ProShares Large Cap Core Plus position as of Q1 2020 after selling out during the quarter.
  • Maple Capital Management sold 6,840 ProShares Large Cap Core Plus shares in Q1 2020, an estimated $264K.
  • Maple Capital Management first reported a position in ProShares Large Cap Core Plus in Q1 2017 and held it in 12 quarters.
  • Maple Capital Management's ProShares Large Cap Core Plus position peaked at $407K in Q1 2018.
  • 83 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q1 2020.

Based on Maple Capital Management's 13F filing for Q1 2020, filed 14 May 2020.