Baird Financial Group
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Baird Financial Group’s Invesco Dorsey Wright Financial Momentum ETF PFI Stock Holding History

Baird Financial Group’s Portfolio PFI Stock Details PFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-39,606
Closed -$1.39M – 1288
2017
Q4 		$1.39M Sell
39,606
-978
-2% -$33.6K 0.01% 737
2017
Q3 		$1.34M Sell
40,584
-159
-0.4% -$5.07K 0.01% 716
2017
Q2 		$1.28M Sell
40,743
-2,120
-5% -$64.9K 0.01% 726
2017
Q1 		$1.33M Sell
42,863
-1,736
-4% -$54.1K 0.01% 705
2016
Q4 		$1.37M Buy
+44,599
New +$1.34M 0.01% 667

Other funds holding PFI

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group's PFI Position: Q1 2018 in Review

Baird Financial Group sold out of Invesco Dorsey Wright Financial Momentum ETF (PFI) in Q1 2018, closing a stake of 39,606 shares — an estimated $1.39M sold.

Baird Financial Group first reported a position in PFI in Q4 2016 and held it in 5 quarters. The position peaked at $1.39M in Q4 2017. 37 funds tracked by Wall St. Rank hold PFI as of Q1 2018.

  • Baird Financial Group reported no remaining Invesco Dorsey Wright Financial Momentum ETF position as of Q1 2018 after selling out during the quarter.
  • Baird Financial Group sold 39,606 Invesco Dorsey Wright Financial Momentum ETF shares in Q1 2018, an estimated $1.39M.
  • Baird Financial Group first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q4 2016 and held it in 5 quarters.
  • Baird Financial Group's Invesco Dorsey Wright Financial Momentum ETF position peaked at $1.39M in Q4 2017.
  • 37 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q1 2018.

Based on Baird Financial Group's 13F filing for Q1 2018, filed 14 May 2018.