Baird Financial Group
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Baird Financial Group’s El Pollo Loco LOCO Stock Holding History

Baird Financial Group’s Portfolio LOCO Stock Details LOCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-10,035
Closed -$107K – 1530
2019
Q2 		$107K Buy
+10,035
New +$116K ﹤0.01% 1502
2018
Q1 		– Sell
-10,595
Closed -$105K – 1274
2017
Q4 		$105K Sell
10,595
-132
-1% -$1.43K ﹤0.01% 1243
2017
Q3 		$130K Hold
10,727
– – ﹤0.01% 1211
2017
Q2 		$149K Buy
+10,727
New +$143K ﹤0.01% 1195
2017
Q1 		– Sell
-12,890
Closed -$159K – 1229
2016
Q4 		$159K Sell
12,890
-131
-1% -$1.62K ﹤0.01% 1153
2016
Q3 		$164K Sell
13,021
-535
-4% -$7.18K ﹤0.01% 1157
2016
Q2 		$177K Buy
13,556
+198
+1% +$2.45K ﹤0.01% 1147
2016
Q1 		$178K Buy
13,358
+1,466
+12% +$18.4K ﹤0.01% 1166
2015
Q4 		$150K Sell
11,892
-1,120
-9% -$13.3K ﹤0.01% 1187
2015
Q3 		$140K Sell
13,012
-242
-2% -$3.78K ﹤0.01% 1190
2015
Q2 		$274K Buy
+13,254
New +$322K ﹤0.01% 1144

Other funds holding LOCO

TFM
Trimaran Fund Management New York $303M AUM 19.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
SI
Sapience Investments Newport Beach, California $772K AUM 24.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Baird Financial Group's LOCO Position: Q3 2019 in Review

Baird Financial Group sold out of El Pollo Loco (LOCO) in Q3 2019, closing a stake of 10,035 shares — an estimated $107K sold.

Baird Financial Group first reported a position in LOCO in Q2 2015 and held it in 11 quarters. The position peaked at $274K in Q2 2015. 112 funds tracked by Wall St. Rank hold LOCO as of Q3 2019.

  • Baird Financial Group reported no remaining El Pollo Loco position as of Q3 2019 after selling out during the quarter.
  • Baird Financial Group sold 10,035 El Pollo Loco shares in Q3 2019, an estimated $107K.
  • Baird Financial Group first reported a position in El Pollo Loco in Q2 2015 and held it in 11 quarters.
  • Baird Financial Group's El Pollo Loco position peaked at $274K in Q2 2015.
  • 112 funds tracked by Wall St. Rank held El Pollo Loco as of Q3 2019.

Based on Baird Financial Group's 13F filing for Q3 2019, filed 14 Nov 2019.