Baird Financial Group
AMU

Baird Financial Group’s ETRACS Alerian MLP Index ETN AMU Stock Holding History

Baird Financial Group’s Portfolio AMU Stock Details AMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-15,158
Closed -$258K – 1305
2016
Q1 		$258K Hold
15,158
– – ﹤0.01% 1092
2015
Q4 		$276K Buy
+15,158
New +$293K ﹤0.01% 1096

Other funds holding AMU

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return
RTS
Round Table Services Westfield, New Jersey $508M AUM 16.36% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return

Baird Financial Group's AMU Position: Q2 2016 in Review

Baird Financial Group sold out of ETRACS Alerian MLP Index ETN (AMU) in Q2 2016, closing a stake of 15,158 shares — an estimated $258K sold.

Baird Financial Group first reported a position in AMU in Q4 2015 and held it in 2 quarters. The position peaked at $276K in Q4 2015. 47 funds tracked by Wall St. Rank hold AMU as of Q2 2016.

  • Baird Financial Group reported no remaining ETRACS Alerian MLP Index ETN position as of Q2 2016 after selling out during the quarter.
  • Baird Financial Group sold 15,158 ETRACS Alerian MLP Index ETN shares in Q2 2016, an estimated $258K.
  • Baird Financial Group first reported a position in ETRACS Alerian MLP Index ETN in Q4 2015 and held it in 2 quarters.
  • Baird Financial Group's ETRACS Alerian MLP Index ETN position peaked at $276K in Q4 2015.
  • 47 funds tracked by Wall St. Rank held ETRACS Alerian MLP Index ETN as of Q2 2016.

Based on Baird Financial Group's 13F filing for Q2 2016, filed 11 Aug 2016.