Navis Wealth Advisors LLC Has $745,000 Stock Position in ProShares Large Cap Core Plus (BATS:CSM)

Navis Wealth Advisors LLC raised its stake in shares of ProShares Large Cap Core Plus (BATS:CSM) by 6.0% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 11,260 shares of the company’s stock after purchasing an additional 640 shares during the quarter. ProShares Large Cap Core Plus accounts for 0.8% of Navis Wealth Advisors LLC’s portfolio, making the stock its 28th largest holding. Navis Wealth Advisors LLC owned approximately 0.15% of ProShares Large Cap Core Plus worth $745,000 as of its most recent SEC filing.

A number of other institutional investors also recently added to or reduced their stakes in the stock. Private Trust Co. NA bought a new position in shares of ProShares Large Cap Core Plus in the third quarter valued at approximately $127,000. Wealth Effects LLC bought a new position in shares of ProShares Large Cap Core Plus in the third quarter valued at approximately $209,000. Northwestern Mutual Wealth Management Co. raised its stake in shares of ProShares Large Cap Core Plus by 2.8% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 8,105 shares of the company’s stock valued at $503,000 after acquiring an additional 217 shares during the last quarter. Patten Group Inc. raised its stake in shares of ProShares Large Cap Core Plus by 55.6% in the third quarter. Patten Group Inc. now owns 8,234 shares of the company’s stock valued at $538,000 after acquiring an additional 2,942 shares during the last quarter. Finally, Prosperity Financial Group Inc. raised its stake in shares of ProShares Large Cap Core Plus by 1.3% in the third quarter. Prosperity Financial Group Inc. now owns 11,646 shares of the company’s stock valued at $761,000 after acquiring an additional 152 shares during the last quarter.

ProShares Large Cap Core Plus Trading Up 4.1 %

BATS:CSM opened at $68.73 on Friday. ProShares Large Cap Core Plus has a 1 year low of $57.15 and a 1 year high of $71.32. The firm has a 50 day moving average of $67.52 and a 200-day moving average of $65.26. The stock has a market capitalization of $500.38 million, a P/E ratio of 19.45 and a beta of 1.00.

ProShares Large Cap Core Plus Dividend Announcement

The company also recently announced a dividend, which was paid on Tuesday, December 31st. Stockholders of record on Monday, December 23rd were paid a $0.2166 dividend. The ex-dividend date was Monday, December 23rd.

ProShares Large Cap Core Plus Profile

The ProShares Large Cap Core Plus (CSM) is an exchange-traded fund that is based on the Credit Suisse 130\u002F30 Large Cap index. The fund tracks a long\u002Fshort index of the 500 largest US stocks. It uses a set of rules to assign weights to each equity that add up to 130% long and 30% short exposure.