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Moneta Group Investment Advisors’s ProShares Large Cap Core Plus CSM Stock Holding History

Moneta Group Investment Advisors’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
-13,138
Closed -$507K – 246
2019
Q4 		$507K Buy
+13,138
New +$484K 0.04% 166

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 $1.66T 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
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Moneta Group Investment Advisors's CSM Position: Q1 2020 in Review

Moneta Group Investment Advisors sold out of ProShares Large Cap Core Plus (CSM) in Q1 2020, closing a stake of 13,138 shares — an estimated $507K sold.

Moneta Group Investment Advisors first reported a position in CSM in Q4 2019 and held it in 1 quarter. The position peaked at $507K in Q4 2019. 83 funds tracked by Wall St. Rank hold CSM as of Q1 2020.

  • Moneta Group Investment Advisors reported no remaining ProShares Large Cap Core Plus position as of Q1 2020 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 13,138 ProShares Large Cap Core Plus shares in Q1 2020, an estimated $507K.
  • Moneta Group Investment Advisors first reported a position in ProShares Large Cap Core Plus in Q4 2019 and held it in 1 quarter.
  • Moneta Group Investment Advisors's ProShares Large Cap Core Plus position peaked at $507K in Q4 2019.
  • 83 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q1 2020.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2020, filed 13 May 2020.