WEPOG
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Wealth Enhancement & Preservation of GA’s ProShares Large Cap Core Plus CSM Stock Holding History

Wealth Enhancement & Preservation of GA’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
-7,288
Closed -$282K – 46
2019
Q4 		$282K Buy
+7,288
New +$268K 0.14% 48

Other funds holding CSM

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
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
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Wealth Enhancement & Preservation of GA's CSM Position: Q1 2020 in Review

Wealth Enhancement & Preservation of GA sold out of ProShares Large Cap Core Plus (CSM) in Q1 2020, closing a stake of 7,288 shares — an estimated $282K sold.

Wealth Enhancement & Preservation of GA first reported a position in CSM in Q4 2019 and held it in 1 quarter. The position peaked at $282K in Q4 2019. 83 funds tracked by Wall St. Rank hold CSM as of Q1 2020.

  • Wealth Enhancement & Preservation of GA reported no remaining ProShares Large Cap Core Plus position as of Q1 2020 after selling out during the quarter.
  • Wealth Enhancement & Preservation of GA sold 7,288 ProShares Large Cap Core Plus shares in Q1 2020, an estimated $282K.
  • Wealth Enhancement & Preservation of GA first reported a position in ProShares Large Cap Core Plus in Q4 2019 and held it in 1 quarter.
  • Wealth Enhancement & Preservation of GA's ProShares Large Cap Core Plus position peaked at $282K in Q4 2019.
  • 83 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q1 2020.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q1 2020, filed 27 Apr 2020.