Baird Financial Group
AADR icon

Baird Financial Group’s AdvisorShares Dorsey Wright ADR ETF AADR Stock Holding History

Baird Financial Group’s Portfolio AADR Stock Details AADR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-13,366
Closed -$712K – 1325
2018
Q2 		$712K Sell
13,366
-8
-0.1% -$464 ﹤0.01% 917
2018
Q1 		$786K Sell
13,374
-951
-7% -$57.8K 0.01% 894
2017
Q4 		$843K Sell
14,325
-316
-2% -$18K 0.01% 865
2017
Q3 		$814K Sell
14,641
-328
-2% -$16.8K 0.01% 858
2017
Q2 		$699K Buy
+14,969
New +$707K 0.01% 871

Other funds holding AADR

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HGWM
Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SWM
Sequoia Wealth Management Hoffman Estates, Illinois $12.9M AUM 25.75% 1-Year Est. Return

Baird Financial Group's AADR Position: Q3 2018 in Review

Baird Financial Group sold out of AdvisorShares Dorsey Wright ADR ETF (AADR) in Q3 2018, closing a stake of 13,366 shares — an estimated $712K sold.

Baird Financial Group first reported a position in AADR in Q2 2017 and held it in 5 quarters. The position peaked at $843K in Q4 2017. 41 funds tracked by Wall St. Rank hold AADR as of Q3 2018.

  • Baird Financial Group reported no remaining AdvisorShares Dorsey Wright ADR ETF position as of Q3 2018 after selling out during the quarter.
  • Baird Financial Group sold 13,366 AdvisorShares Dorsey Wright ADR ETF shares in Q3 2018, an estimated $712K.
  • Baird Financial Group first reported a position in AdvisorShares Dorsey Wright ADR ETF in Q2 2017 and held it in 5 quarters.
  • Baird Financial Group's AdvisorShares Dorsey Wright ADR ETF position peaked at $843K in Q4 2017.
  • 41 funds tracked by Wall St. Rank held AdvisorShares Dorsey Wright ADR ETF as of Q3 2018.

Based on Baird Financial Group's 13F filing for Q3 2018, filed 13 Nov 2018.