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

OneDigital 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
2018 Q3	–	Sell	-130	Closed	-$4K	–	1065
2018 Q2	$4K	Hold	130	–	–	﹤0.01%	1192
2018 Q1	$4K	Hold	130	–	–	﹤0.01%	1179
2017 Q4	$4K	Hold	130	–	–	﹤0.01%	1106
2017 Q3	$4K	Hold	130	–	–	﹤0.01%	911
2017 Q2	$4K	Buy	+130	New	+$3.86K	﹤0.01%	1081

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

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

LPT

Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

BRWM

B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OneDigital Investment Advisors's CSM Position: Q3 2018 in Review

OneDigital Investment Advisors sold out of ProShares Large Cap Core Plus (CSM) in Q3 2018, closing a stake of 130 shares — an estimated $4K sold.

OneDigital Investment Advisors first reported a position in CSM in Q2 2017 and held it in 5 quarters. The position peaked at $4K in Q2 2018. 92 funds tracked by Wall St. Rank hold CSM as of Q3 2018.

OneDigital Investment Advisors reported no remaining ProShares Large Cap Core Plus position as of Q3 2018 after selling out during the quarter.
OneDigital Investment Advisors sold 130 ProShares Large Cap Core Plus shares in Q3 2018, an estimated $4K.
OneDigital Investment Advisors first reported a position in ProShares Large Cap Core Plus in Q2 2017 and held it in 5 quarters.
OneDigital Investment Advisors's ProShares Large Cap Core Plus position peaked at $4K in Q2 2018.
92 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q3 2018.

Based on OneDigital Investment Advisors's 13F filing for Q3 2018, filed 7 Nov 2018.