NYLIM
CSM icon

New York Life Investment Management’s ProShares Large Cap Core Plus CSM Stock Holding History

New York Life 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
Q1 		– Sell
-250,748
Closed -$5.51M – 171
2013
Q4 		$5.51M Hold
250,748
– – 1.38% 26
2013
Q3 		$4.98M Buy
+250,748
New +$4.97M 1.53% 25

Other funds holding CSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 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
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
CWM
Concert Wealth Management San Jose, California $24.7M AUM 21.06% 1-Year Est. Return

New York Life Investment Management's CSM Position: Q1 2014 in Review

New York Life Investment Management sold out of ProShares Large Cap Core Plus (CSM) in Q1 2014, closing a stake of 250,748 shares — an estimated $5.51M sold.

New York Life Investment Management first reported a position in CSM in Q3 2013 and held it in 2 quarters. The position peaked at $5.51M in Q4 2013. 41 funds tracked by Wall St. Rank hold CSM as of Q1 2014.

  • New York Life Investment Management reported no remaining ProShares Large Cap Core Plus position as of Q1 2014 after selling out during the quarter.
  • New York Life Investment Management sold 250,748 ProShares Large Cap Core Plus shares in Q1 2014, an estimated $5.51M.
  • New York Life Investment Management first reported a position in ProShares Large Cap Core Plus in Q3 2013 and held it in 2 quarters.
  • New York Life Investment Management's ProShares Large Cap Core Plus position peaked at $5.51M in Q4 2013.
  • 41 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q1 2014.

Based on New York Life Investment Management's 13F filing for Q1 2014, filed 15 May 2014.