Baird Financial Group
PSCE icon

Baird Financial Group’s Invesco S&P SmallCap Energy ETF PSCE Stock Holding History

Baird Financial Group’s Portfolio PSCE Stock Details PSCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-28,772
Closed -$2.44M – 1357
2018
Q2 		$2.44M Buy
28,772
+10,961
+62% +$899K 0.02% 603
2018
Q1 		$1.23M Buy
17,811
+6,515
+58% +$497K 0.01% 773
2017
Q4 		$870K Buy
+11,296
New +$818K 0.01% 856

Other funds holding PSCE

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $288M AUM 16.3% 1-Year Est. Return

Baird Financial Group's PSCE Position: Q3 2018 in Review

Baird Financial Group sold out of Invesco S&P SmallCap Energy ETF (PSCE) in Q3 2018, closing a stake of 28,772 shares — an estimated $2.44M sold.

Baird Financial Group first reported a position in PSCE in Q4 2017 and held it in 3 quarters. The position peaked at $2.44M in Q2 2018. 28 funds tracked by Wall St. Rank hold PSCE as of Q3 2018.

  • Baird Financial Group reported no remaining Invesco S&P SmallCap Energy ETF position as of Q3 2018 after selling out during the quarter.
  • Baird Financial Group sold 28,772 Invesco S&P SmallCap Energy ETF shares in Q3 2018, an estimated $2.44M.
  • Baird Financial Group first reported a position in Invesco S&P SmallCap Energy ETF in Q4 2017 and held it in 3 quarters.
  • Baird Financial Group's Invesco S&P SmallCap Energy ETF position peaked at $2.44M in Q2 2018.
  • 28 funds tracked by Wall St. Rank held Invesco S&P SmallCap Energy ETF as of Q3 2018.

Based on Baird Financial Group's 13F filing for Q3 2018, filed 13 Nov 2018.