Plante Moran Financial Advisors’s ProShares Large Cap Core Plus CSM Stock Holding History

Plante Moran Financial 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
2019 Q4	–	Sell	-4,040	Closed	-$143K	–	776
2019 Q3	$143K	Hold	4,040	–	–	0.04%	200
2019 Q2	$142K	Hold	4,040	–	–	0.04%	188
2019 Q1	$138K	Hold	4,040	–	–	0.04%	193
2018 Q4	$122K	Hold	4,040	–	–	0.04%	184
2018 Q3	$146K	Hold	4,040	–	–	0.05%	175
2018 Q2	$136K	Hold	4,040	–	–	0.07%	196
2018 Q1	$134K	Hold	4,040	–	–	0.07%	192
2017 Q4	$135K	Hold	4,040	–	–	0.07%	180
2017 Q3	$126K	Hold	4,040	–	–	0.07%	172
2017 Q2	$121K	Hold	4,040	–	–	0.08%	174
2017 Q1	$118K	Hold	4,040	–	–	0.07%	184
2016 Q4	$112K	Hold	4,040	–	–	0.07%	201
2016 Q3	$107K	Hold	4,040	–	–	0.07%	197
2016 Q2	$103K	Hold	4,040	–	–	0.07%	182
2016 Q1	$102K	Hold	4,040	–	–	0.08%	176
2015 Q4	$100K	Hold	4,040	–	–	0.08%	187
2015 Q3	$93K	Hold	4,040	–	–	0.07%	184
2015 Q2	$100K	Buy	+4,040	New	+$103K	0.07%	191

Other funds holding CSM

MFG

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPT

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BRWM

B. Riley Wealth Management Memphis, Tennessee $962M AUM 8.45% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

Plante Moran Financial Advisors's CSM Position: Q4 2019 in Review

Plante Moran Financial Advisors sold out of ProShares Large Cap Core Plus (CSM) in Q4 2019, closing a stake of 4,040 shares — an estimated $143K sold.

Plante Moran Financial Advisors first reported a position in CSM in Q2 2015 and held it in 18 quarters. The position peaked at $146K in Q3 2018. 98 funds tracked by Wall St. Rank hold CSM as of Q4 2019.

Plante Moran Financial Advisors reported no remaining ProShares Large Cap Core Plus position as of Q4 2019 after selling out during the quarter.
Plante Moran Financial Advisors sold 4,040 ProShares Large Cap Core Plus shares in Q4 2019, an estimated $143K.
Plante Moran Financial Advisors first reported a position in ProShares Large Cap Core Plus in Q2 2015 and held it in 18 quarters.
Plante Moran Financial Advisors's ProShares Large Cap Core Plus position peaked at $146K in Q3 2018.
98 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q4 2019.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.