Baird Financial Group
BANX

Baird Financial Group’s ArrowMark Financial BANX Stock Holding History

Baird Financial Group’s Portfolio BANX Stock Details BANX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-9,701
Closed -$216K – 1435
2019
Q4 		$216K Buy
9,701
+393
+4% +$8.89K ﹤0.01% 1445
2019
Q3 		$206K Buy
+9,308
New +$203K ﹤0.01% 1434
2019
Q2 		– Sell
-9,744
Closed -$209K – 1524
2019
Q1 		$209K Buy
+9,744
New +$201K ﹤0.01% 1237
2018
Q4 		– Sell
-11,039
Closed -$247K – 1272
2018
Q3 		$247K Buy
11,039
+855
+8% +$19.2K ﹤0.01% 1228
2018
Q2 		$233K Sell
10,184
-977
-9% -$21.5K ﹤0.01% 1210
2018
Q1 		$243K Sell
11,161
-487
-4% -$10.5K ﹤0.01% 1171
2017
Q4 		$234K Sell
11,648
-463
-4% -$9.47K ﹤0.01% 1180
2017
Q3 		$250K Sell
12,111
-3,540
-23% -$72K ﹤0.01% 1135
2017
Q2 		$319K Sell
15,651
-288
-2% -$5.75K ﹤0.01% 1071
2017
Q1 		$321K Buy
15,939
+1,279
+9% +$25.1K ﹤0.01% 1061
2016
Q4 		$274K Sell
14,660
-1,799
-11% -$33.2K ﹤0.01% 1067
2016
Q3 		$307K Buy
+16,459
New +$308K ﹤0.01% 1048

Other funds holding BANX

PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
GIM
Greenwich Investment Management Norwalk, Connecticut $109M AUM 9.72% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return

Baird Financial Group's BANX Position: Q1 2020 in Review

Baird Financial Group sold out of ArrowMark Financial (BANX) in Q1 2020, closing a stake of 9,701 shares — an estimated $216K sold.

Baird Financial Group first reported a position in BANX in Q3 2016 and held it in 12 quarters. The position peaked at $321K in Q1 2017. 40 funds tracked by Wall St. Rank hold BANX as of Q1 2020.

  • Baird Financial Group reported no remaining ArrowMark Financial position as of Q1 2020 after selling out during the quarter.
  • Baird Financial Group sold 9,701 ArrowMark Financial shares in Q1 2020, an estimated $216K.
  • Baird Financial Group first reported a position in ArrowMark Financial in Q3 2016 and held it in 12 quarters.
  • Baird Financial Group's ArrowMark Financial position peaked at $321K in Q1 2017.
  • 40 funds tracked by Wall St. Rank held ArrowMark Financial as of Q1 2020.

Based on Baird Financial Group's 13F filing for Q1 2020, filed 14 May 2020.