Willow Creek Wealth Management Inc. Invests $566,000 in ProShares Large Cap Core Plus $CSM

Willow Creek Wealth Management Inc. acquired a new stake in ProShares Large Cap Core Plus (BATS:CSM) during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 7,389 shares of the company’s stock, valued at approximately $566,000. Willow Creek Wealth Management Inc. owned approximately 0.12% of ProShares Large Cap Core Plus as of its most recent SEC filing.

A number of other large investors have also made changes to their positions in the stock. Manchester Financial Inc. raised its stake in ProShares Large Cap Core Plus by 119.1% in the 3rd quarter. Manchester Financial Inc. now owns 30,006 shares of the company’s stock valued at $2,298,000 after purchasing an additional 16,311 shares during the last quarter. B. Riley Wealth Advisors Inc. acquired a new stake in shares of ProShares Large Cap Core Plus during the 2nd quarter worth about $14,021,000. HHM Wealth Advisors LLC grew its holdings in shares of ProShares Large Cap Core Plus by 184.8% during the second quarter. HHM Wealth Advisors LLC now owns 2,848 shares of the company’s stock worth $201,000 after buying an additional 1,848 shares in the last quarter. Cerity Partners LLC raised its position in shares of ProShares Large Cap Core Plus by 1.0% in the second quarter. Cerity Partners LLC now owns 29,970 shares of the company’s stock valued at $2,112,000 after buying an additional 296 shares during the last quarter. Finally, Prospera Financial Services Inc lifted its stake in shares of ProShares Large Cap Core Plus by 5.7% during the second quarter. Prospera Financial Services Inc now owns 9,218 shares of the company’s stock valued at $650,000 after buying an additional 498 shares during the period.

ProShares Large Cap Core Plus Stock Performance

Shares of BATS CSM opened at $78.96 on Wednesday. The firm has a market cap of $499.82 million, a P/E ratio of 20.56 and a beta of 1.02. ProShares Large Cap Core Plus has a 1 year low of $55.06 and a 1 year high of $80.83. The firm’s 50 day moving average price is $79.67 and its 200 day moving average price is $77.66.

About ProShares Large Cap Core Plus

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. CSM was launched on Jul 14, 2009 and is managed by ProShares.