WCM
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Wealthcare Capital Management’s ProShares Large Cap Core Plus CSM Stock Holding History

Wealthcare Capital 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
2015
Q2 		– Sell
-560
Closed -$14K – 488
2015
Q1 		$14K Buy
+560
New +$14.1K ﹤0.01% 455

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAM
Aston Asset Management Chicago, Illinois $164M AUM 2.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
P
Palladiem Bryn Mawr, Pennsylvania $105M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealthcare Capital Management's CSM Position: Q2 2015 in Review

Wealthcare Capital Management sold out of ProShares Large Cap Core Plus (CSM) in Q2 2015, closing a stake of 560 shares — an estimated $14K sold.

Wealthcare Capital Management first reported a position in CSM in Q1 2015 and held it in 1 quarter. The position peaked at $14K in Q1 2015. 66 funds tracked by Wall St. Rank hold CSM as of Q2 2015.

  • Wealthcare Capital Management reported no remaining ProShares Large Cap Core Plus position as of Q2 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 560 ProShares Large Cap Core Plus shares in Q2 2015, an estimated $14K.
  • Wealthcare Capital Management first reported a position in ProShares Large Cap Core Plus in Q1 2015 and held it in 1 quarter.
  • Wealthcare Capital Management's ProShares Large Cap Core Plus position peaked at $14K in Q1 2015.
  • 66 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q2 2015.

Based on Wealthcare Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.