Sound Income Strategies’s ProShares Large Cap Core Plus CSM Stock Holding History

Sound Income Strategies’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 Q1	–	Sell	-58	Closed	-$2K	–	773
2019 Q4	$2K	Hold	58	–	–	﹤0.01%	563
2019 Q3	$2K	Hold	58	–	–	﹤0.01%	530
2019 Q2	$2K	Hold	58	–	–	﹤0.01%	545
2019 Q1	$2K	Hold	58	–	–	﹤0.01%	540
2018 Q4	$2K	Hold	58	–	–	﹤0.01%	523
2018 Q3	$2K	Hold	58	–	–	﹤0.01%	537
2018 Q2	$2K	Hold	58	–	–	﹤0.01%	496
2018 Q1	$2K	Hold	58	–	–	﹤0.01%	467
2017 Q4	$2K	Buy	+58	New	+$1.88K	﹤0.01%	395

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

LPT

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Sound Income Strategies's CSM Position: Q1 2020 in Review

Sound Income Strategies sold out of ProShares Large Cap Core Plus (CSM) in Q1 2020, closing a stake of 58 shares — an estimated $2K sold.

Sound Income Strategies first reported a position in CSM in Q4 2017 and held it in 9 quarters. The position peaked at $2K in Q4 2019. 83 funds tracked by Wall St. Rank hold CSM as of Q1 2020.

Sound Income Strategies reported no remaining ProShares Large Cap Core Plus position as of Q1 2020 after selling out during the quarter.
Sound Income Strategies sold 58 ProShares Large Cap Core Plus shares in Q1 2020, an estimated $2K.
Sound Income Strategies first reported a position in ProShares Large Cap Core Plus in Q4 2017 and held it in 9 quarters.
Sound Income Strategies's ProShares Large Cap Core Plus position peaked at $2K in Q4 2019.
83 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q1 2020.

Based on Sound Income Strategies's 13F filing for Q1 2020, filed 7 Apr 2020.