Baird Financial Group
PSL icon

Baird Financial Group’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

Baird Financial Group’s Portfolio PSL Stock Details PSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-18,796
Closed -$1.06M – 1244
2016
Q3 		$1.06M Sell
18,796
-545
-3% -$31.5K 0.01% 737
2016
Q2 		$1.13M Buy
19,341
+98
+0.5% +$5.55K 0.01% 703
2016
Q1 		$1.1M Buy
19,243
+3,557
+23% +$196K 0.01% 691
2015
Q4 		$891K Buy
15,686
+1,569
+11% +$88.9K 0.01% 734
2015
Q3 		$761K Buy
+14,117
New +$784K 0.01% 791

Other funds holding PSL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Baird Financial Group's PSL Position: Q4 2016 in Review

Baird Financial Group sold out of Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) in Q4 2016, closing a stake of 18,796 shares — an estimated $1.06M sold.

Baird Financial Group first reported a position in PSL in Q3 2015 and held it in 5 quarters. The position peaked at $1.13M in Q2 2016. 41 funds tracked by Wall St. Rank hold PSL as of Q4 2016.

  • Baird Financial Group reported no remaining Invesco Dorsey Wright Consumer Staples Momentum ETF position as of Q4 2016 after selling out during the quarter.
  • Baird Financial Group sold 18,796 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q4 2016, an estimated $1.06M.
  • Baird Financial Group first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q3 2015 and held it in 5 quarters.
  • Baird Financial Group's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $1.13M in Q2 2016.
  • 41 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q4 2016.

Based on Baird Financial Group's 13F filing for Q4 2016, filed 10 Feb 2017.