Baird Financial Group
CACG

Baird Financial Group’s Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF CACG Stock Holding History

Baird Financial Group’s Portfolio CACG Stock Details CACG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-14,352
Closed -$451K – 1376
2018
Q3 		$451K Buy
+14,352
New +$445K ﹤0.01% 1072

Other funds holding CACG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Baird Financial Group's CACG Position: Q4 2018 in Review

Baird Financial Group sold out of Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF (CACG) in Q4 2018, closing a stake of 14,352 shares — an estimated $451K sold.

Baird Financial Group first reported a position in CACG in Q3 2018 and held it in 1 quarter. The position peaked at $451K in Q3 2018. 18 funds tracked by Wall St. Rank hold CACG as of Q4 2018.

  • Baird Financial Group reported no remaining Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF position as of Q4 2018 after selling out during the quarter.
  • Baird Financial Group sold 14,352 Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF shares in Q4 2018, an estimated $451K.
  • Baird Financial Group first reported a position in Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF in Q3 2018 and held it in 1 quarter.
  • Baird Financial Group's Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF position peaked at $451K in Q3 2018.
  • 18 funds tracked by Wall St. Rank held Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF as of Q4 2018.

Based on Baird Financial Group's 13F filing for Q4 2018, filed 14 Feb 2019.