SWM
CSM icon

Sugarloaf Wealth Management’s ProShares Large Cap Core Plus CSM Stock Holding History

Sugarloaf Wealth Management’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
-96
Closed -$3K – 681
2020
Q2 		$3K Sell
96
-52
-35% -$1.75K ﹤0.01% 564
2020
Q1 		$4K Hold
148
– – ﹤0.01% 531
2019
Q4 		$6K Buy
+148
New +$5.45K ﹤0.01% 510

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

Sugarloaf Wealth Management's CSM Position: Q3 2020 in Review

Sugarloaf Wealth Management sold out of ProShares Large Cap Core Plus (CSM) in Q3 2020, closing a stake of 96 shares — an estimated $3K sold.

Sugarloaf Wealth Management first reported a position in CSM in Q4 2019 and held it in 3 quarters. The position peaked at $6K in Q4 2019. 74 funds tracked by Wall St. Rank hold CSM as of Q3 2020.

  • Sugarloaf Wealth Management reported no remaining ProShares Large Cap Core Plus position as of Q3 2020 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 96 ProShares Large Cap Core Plus shares in Q3 2020, an estimated $3K.
  • Sugarloaf Wealth Management first reported a position in ProShares Large Cap Core Plus in Q4 2019 and held it in 3 quarters.
  • Sugarloaf Wealth Management's ProShares Large Cap Core Plus position peaked at $6K in Q4 2019.
  • 74 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q3 2020.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2020, filed 3 Nov 2020.