Baird Financial Group
FPT

Baird Financial Group’s Federated Premier Intermediate M FPT Stock Holding History

Baird Financial Group’s Portfolio FPT Stock Details FPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-16,300
Closed -$223K – 1295
2017
Q2 		$223K Sell
16,300
-5,000
-23% -$67K ﹤0.01% 1149
2017
Q1 		$280K Sell
21,300
-300
-1% -$3.85K ﹤0.01% 1088
2016
Q4 		$273K Hold
21,600
– – ﹤0.01% 1070
2016
Q3 		$305K Buy
21,600
+5,000
+30% +$71.6K ﹤0.01% 1050
2016
Q2 		$243K Buy
+16,600
New +$236K ﹤0.01% 1090

Other funds holding FPT

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Baird Financial Group's FPT Position: Q3 2017 in Review

Baird Financial Group sold out of Federated Premier Intermediate M (FPT) in Q3 2017, closing a stake of 16,300 shares — an estimated $223K sold.

Baird Financial Group first reported a position in FPT in Q2 2016 and held it in 5 quarters. The position peaked at $305K in Q3 2016. 22 funds tracked by Wall St. Rank hold FPT as of Q3 2017.

  • Baird Financial Group reported no remaining Federated Premier Intermediate M position as of Q3 2017 after selling out during the quarter.
  • Baird Financial Group sold 16,300 Federated Premier Intermediate M shares in Q3 2017, an estimated $223K.
  • Baird Financial Group first reported a position in Federated Premier Intermediate M in Q2 2016 and held it in 5 quarters.
  • Baird Financial Group's Federated Premier Intermediate M position peaked at $305K in Q3 2016.
  • 22 funds tracked by Wall St. Rank held Federated Premier Intermediate M as of Q3 2017.

Based on Baird Financial Group's 13F filing for Q3 2017, filed 14 Nov 2017.