Winslow Evans & Crocker’s ProShares Large Cap Core Plus CSM Stock Holding History

Winslow Evans & Crocker’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
2017 Q3	–	Sell	-250	Closed	-$7.52K	–	1135
2017 Q2	$7.52K	Sell	250 -2	-0.8%	-$59	﹤0.01%	976
2017 Q1	$7.3K	Hold	252	–	–	﹤0.01%	958
2016 Q4	$6.91K	Hold	252	–	–	﹤0.01%	964
2016 Q3	$6.6K	Hold	252	–	–	﹤0.01%	1000
2016 Q2	$6.39K	Buy	252 +2	+0.8%	+$51	﹤0.01%	979
2016 Q1	$6.32K	Buy	250 +50	+25%	+$1.19K	﹤0.01%	975
2015 Q4	$4.94K	Hold	200	–	–	﹤0.01%	1072
2015 Q3	$4.62K	Hold	200	–	–	﹤0.01%	1055
2015 Q2	$4.97K	Hold	200	–	–	﹤0.01%	1083
2015 Q1	$5.03K	Hold	200	–	–	﹤0.01%	1028
2014 Q4	$5.05K	Hold	200	–	–	﹤0.01%	1045
2014 Q3	$4.8K	Hold	200	–	–	﹤0.01%	1107
2014 Q2	$4.75K	Hold	200	–	–	﹤0.01%	1040
2014 Q1	$4.49K	Hold	200	–	–	﹤0.01%	1045
2013 Q4	$4K	Buy	+200	New	+$4.21K	﹤0.01%	1168

Other funds holding CSM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SBL

Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Comerica Securities Detroit, Michigan $1.2B AUM 16.58% 1-Year Est. Return

Winslow Evans & Crocker's CSM Position: Q3 2017 in Review

Winslow Evans & Crocker sold out of ProShares Large Cap Core Plus (CSM) in Q3 2017, closing a stake of 250 shares — an estimated $7.52K sold.

Winslow Evans & Crocker first reported a position in CSM in Q4 2013 and held it in 15 quarters. The position peaked at $7.52K in Q2 2017. 69 funds tracked by Wall St. Rank hold CSM as of Q3 2017.

Winslow Evans & Crocker reported no remaining ProShares Large Cap Core Plus position as of Q3 2017 after selling out during the quarter.
Winslow Evans & Crocker sold 250 ProShares Large Cap Core Plus shares in Q3 2017, an estimated $7.52K.
Winslow Evans & Crocker first reported a position in ProShares Large Cap Core Plus in Q4 2013 and held it in 15 quarters.
Winslow Evans & Crocker's ProShares Large Cap Core Plus position peaked at $7.52K in Q2 2017.
69 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q3 2017.

Based on Winslow Evans & Crocker's 13F filing for Q3 2017, filed 19 Oct 2017.