NEXT Financial Holdings’s ProShares Large Cap Core Plus CSM Stock Holding History

NEXT Financial Holdings’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 Q1	$8K	Buy	+228	New	+$7.56K	﹤0.01%	1154

Other funds holding CSM

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

NEXT Financial Holdings's CSM Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in ProShares Large Cap Core Plus (CSM) in Q1 2019: 228 shares worth $8K. The stake represents ﹤0.01% of the portfolio and ranks #1154 among its holdings.

92 funds tracked by Wall St. Rank hold CSM as of Q1 2019.

NEXT Financial Holdings held 228 shares of ProShares Large Cap Core Plus worth $8K as of Q1 2019.
ProShares Large Cap Core Plus was a new NEXT Financial Holdings position in Q1 2019.
ProShares Large Cap Core Plus made up ﹤0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #1154 holding.
92 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.