Baird Financial Group

Baird Financial Group’s BGC Group BGC Stock Holding History

Baird Financial Group’s Portfolio BGC Stock Details BGC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-51,762	Closed	-$268K	–	1286
2018 Q4	$268K	Sell	51,762 -26,305	-34%	-$173K	﹤0.01%	1147
2018 Q3	$585K	Buy	78,067 +1,765	+2%	+$13.1K	﹤0.01%	1001
2018 Q2	$555K	Buy	76,302 +1,576	+2%	+$12.6K	﹤0.01%	978
2018 Q1	$646K	Sell	74,726 -957	-1%	-$8.62K	﹤0.01%	941
2017 Q4	$735K	Sell	75,683 -1,857	-2%	-$18.7K	0.01%	902
2017 Q3	$722K	Sell	77,540 -2,213	-3%	-$18.5K	0.01%	892
2017 Q2	$648K	Sell	79,753 -26,481	-25%	-$198K	0.01%	899
2017 Q1	$776K	Sell	106,234 -11,493	-10%	-$82.6K	0.01%	842
2016 Q4	$775K	Buy	+117,727	New	+$713K	0.01%	830
2016 Q1	–	Sell	-21,013	Closed	-$133K	–	1221
2015 Q4	$133K	Buy	21,013 +1,731	+9%	+$9.96K	﹤0.01%	1193
2015 Q3	$102K	Sell	19,282 -1,089	-5%	-$6.33K	﹤0.01%	1205
2015 Q2	$115K	Buy	+20,371	New	+$123K	﹤0.01%	1269

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Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Rubric Capital Management (New York) New York $8.16B AUM 68.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return