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

Regal 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
2015
Q4 		– Sell
-1,956
Closed -$45K – 384
2015
Q3 		$45K Sell
1,956
-1,800
-48% -$44.1K 0.01% 442
2015
Q2 		$93K Hold
3,756
– – 0.03% 342
2015
Q1 		$94K Buy
3,756
+492
+15% +$12.4K 0.02% 345
2014
Q4 		$82K Hold
3,264
– – 0.02% 335
2014
Q3 		$78K Hold
3,264
– – 0.02% 343
2014
Q2 		$78K Hold
3,264
– – 0.03% 315
2014
Q1 		$73K Buy
+3,264
New +$71.5K 0.03% 302
2013
Q4 		– Sell
-4,096
Closed -$82K – 843
2013
Q3 		$82K Hold
4,096
– – 0.05% 254
2013
Q2 		$78K Buy
+4,096
New +$77.5K 0.04% 253

Other funds holding CSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
AAM
Aston Asset Management Chicago, Illinois $164M AUM 2.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return