Baird Financial Group
GRES

Baird Financial Group’s IQ ARB Global Resources GRES Stock Holding History

Baird Financial Group’s Portfolio GRES Stock Details GRES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-95,539
Closed -$2.46M – 1752
2020
Q4 		$2.46M Sell
95,539
-316
-0.3% -$8.48K 0.01% 737
2020
Q3 		$2.45M Sell
95,855
-1,314
-1% -$34K 0.01% 686
2020
Q2 		$2.42M Sell
97,169
-3,744
-4% -$90.4K 0.01% 676
2020
Q1 		$2.2M Sell
100,913
-48,151
-32% -$1.19M 0.01% 657
2019
Q4 		$4.06M Sell
149,064
-6,636
-4% -$177K 0.01% 577
2019
Q3 		$4.13M Sell
155,700
-8,148
-5% -$216K 0.02% 565
2019
Q2 		$4.47M Buy
+163,848
New +$4.39M 0.02% 543

Other funds holding GRES

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CWM
Consultiva Wealth Management San Juan, Puerto Rico $34.5M AUM 31.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CWM
Collaborative Wealth Management Lake Mary, Florida $218M AUM 14.42% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Baird Financial Group's GRES Position: Q1 2021 in Review

Baird Financial Group sold out of IQ ARB Global Resources (GRES) in Q1 2021, closing a stake of 95,539 shares — an estimated $2.46M sold.

Baird Financial Group first reported a position in GRES in Q2 2019 and held it in 7 quarters. The position peaked at $4.47M in Q2 2019. 19 funds tracked by Wall St. Rank hold GRES as of Q1 2021.

  • Baird Financial Group reported no remaining IQ ARB Global Resources position as of Q1 2021 after selling out during the quarter.
  • Baird Financial Group sold 95,539 IQ ARB Global Resources shares in Q1 2021, an estimated $2.46M.
  • Baird Financial Group first reported a position in IQ ARB Global Resources in Q2 2019 and held it in 7 quarters.
  • Baird Financial Group's IQ ARB Global Resources position peaked at $4.47M in Q2 2019.
  • 19 funds tracked by Wall St. Rank held IQ ARB Global Resources as of Q1 2021.

Based on Baird Financial Group's 13F filing for Q1 2021, filed 13 May 2021.