Baird Financial Group
CIO

Baird Financial Group’s City Office REIT CIO Stock Holding History

Baird Financial Group’s Portfolio CIO Stock Details CIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-15,999
Closed -$194K – 1227
2017
Q1 		$194K Buy
15,999
+3,040
+23% +$38.3K ﹤0.01% 1169
2016
Q4 		$171K Buy
+12,959
New +$162K ﹤0.01% 1147

Other funds holding CIO

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Vanguard Group
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Principal Financial Group
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LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
OAM
Orinda Asset Management Lafayette, California $48.7M AUM 26.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baird Financial Group's CIO Position: Q2 2017 in Review

Baird Financial Group sold out of City Office REIT (CIO) in Q2 2017, closing a stake of 15,999 shares — an estimated $194K sold.

Baird Financial Group first reported a position in CIO in Q4 2016 and held it in 2 quarters. The position peaked at $194K in Q1 2017. 105 funds tracked by Wall St. Rank hold CIO as of Q2 2017.

  • Baird Financial Group reported no remaining City Office REIT position as of Q2 2017 after selling out during the quarter.
  • Baird Financial Group sold 15,999 City Office REIT shares in Q2 2017, an estimated $194K.
  • Baird Financial Group first reported a position in City Office REIT in Q4 2016 and held it in 2 quarters.
  • Baird Financial Group's City Office REIT position peaked at $194K in Q1 2017.
  • 105 funds tracked by Wall St. Rank held City Office REIT as of Q2 2017.

Based on Baird Financial Group's 13F filing for Q2 2017, filed 14 Aug 2017.