SMA
CSG

Simply Money Advisors’s CHAMBERS STR PPTYS COM CSG Stock Holding History

Simply Money Advisors’s Portfolio CSG Stock Details CSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-1,000
Closed -$9K – 152
2013
Q3 		$9K Sell
1,000
-5,069
-84% -$42.6K ﹤0.01% 68
2013
Q2 		$61K Buy
+6,069
New +$57.9K 0.01% 57

Other funds holding CSG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
TCM
Tensile Capital Management Larkspur, California $698M AUM 2.4% 1-Year Est. Return

Simply Money Advisors's CSG Position: Q4 2013 in Review

Simply Money Advisors sold out of CHAMBERS STR PPTYS COM (CSG) in Q4 2013, closing a stake of 1,000 shares — an estimated $9K sold.

Simply Money Advisors first reported a position in CSG in Q2 2013 and held it in 2 quarters. The position peaked at $61K in Q2 2013. 150 funds tracked by Wall St. Rank hold CSG as of Q4 2013.

  • Simply Money Advisors reported no remaining CHAMBERS STR PPTYS COM position as of Q4 2013 after selling out during the quarter.
  • Simply Money Advisors sold 1,000 CHAMBERS STR PPTYS COM shares in Q4 2013, an estimated $9K.
  • Simply Money Advisors first reported a position in CHAMBERS STR PPTYS COM in Q2 2013 and held it in 2 quarters.
  • Simply Money Advisors's CHAMBERS STR PPTYS COM position peaked at $61K in Q2 2013.
  • 150 funds tracked by Wall St. Rank held CHAMBERS STR PPTYS COM as of Q4 2013.

Based on Simply Money Advisors's 13F filing for Q4 2013, filed 22 Jan 2014.