WSTAM
CSM icon

Wilbanks Smith & Thomas Asset Management’s ProShares Large Cap Core Plus CSM Stock Holding History

Wilbanks Smith & Thomas Asset 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
Q3 		– Sell
-12,112
Closed -$301K – 276
2015
Q2 		$301K Sell
12,112
-80
-0.7% -$2.04K 0.03% 231
2015
Q1 		$306K Sell
12,192
-6,900
-36% -$174K 0.03% 228
2014
Q4 		$482K Sell
19,092
-9,488
-33% -$233K 0.05% 178
2014
Q3 		$686K Buy
28,580
+16,980
+146% +$410K 0.07% 133
2014
Q2 		$276K Sell
11,600
-420
-3% -$9.67K 0.03% 231
2014
Q1 		$270K Buy
12,020
+920
+8% +$20.1K 0.03% 232
2013
Q4 		$244K Buy
+11,100
New +$233K 0.03% 238

Other funds holding CSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AAM
Aston Asset Management Chicago, Illinois $164M AUM 2.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return