PAG
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Private Advisor Group’s ProShares Large Cap Core Plus CSM Stock Holding History

Private Advisor Group’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
Q3 		– Sell
-2,162
Closed -$77K – 1939
2020
Q2 		$77K Buy
+2,162
New +$72.8K ﹤0.01% 1863
2018
Q2 		– Sell
-14,580
Closed -$485K – 1321
2018
Q1 		$485K Buy
+14,580
New +$498K 0.02% 672
2016
Q1 		– Sell
-8,162
Closed -$201K – 1049
2015
Q4 		$201K Sell
8,162
-23,404
-74% -$579K 0.01% 958
2015
Q3 		$729K Sell
31,566
-50,270
-61% -$1.23M 0.04% 436
2015
Q2 		$2.03M Buy
81,836
+46,528
+132% +$1.18M 0.1% 211
2015
Q1 		$887K Buy
35,308
+9,848
+39% +$248K 0.05% 382
2014
Q4 		$642K Buy
25,460
+7,896
+45% +$194K 0.04% 470
2014
Q3 		$422K Buy
+17,564
New +$424K 0.03% 577

Other funds holding CSM

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
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
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return