Baird Financial Group
PYZ icon

Baird Financial Group’s Invesco Dorsey Wright Basic Materials Momentum ETF PYZ Stock Holding History

Baird Financial Group’s Portfolio PYZ Stock Details PYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-8,030
Closed -$476K – 1244
2016
Q4 		$476K Sell
8,030
-35,680
-82% -$2.07M ﹤0.01% 932
2016
Q3 		$2.54M Sell
43,710
-2,059
-4% -$119K 0.02% 506
2016
Q2 		$2.46M Buy
+45,769
New +$2.43M 0.02% 507

Other funds holding PYZ

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Baird Financial Group's PYZ Position: Q1 2017 in Review

Baird Financial Group sold out of Invesco Dorsey Wright Basic Materials Momentum ETF (PYZ) in Q1 2017, closing a stake of 8,030 shares — an estimated $476K sold.

Baird Financial Group first reported a position in PYZ in Q2 2016 and held it in 3 quarters. The position peaked at $2.54M in Q3 2016. 28 funds tracked by Wall St. Rank hold PYZ as of Q1 2017.

  • Baird Financial Group reported no remaining Invesco Dorsey Wright Basic Materials Momentum ETF position as of Q1 2017 after selling out during the quarter.
  • Baird Financial Group sold 8,030 Invesco Dorsey Wright Basic Materials Momentum ETF shares in Q1 2017, an estimated $476K.
  • Baird Financial Group first reported a position in Invesco Dorsey Wright Basic Materials Momentum ETF in Q2 2016 and held it in 3 quarters.
  • Baird Financial Group's Invesco Dorsey Wright Basic Materials Momentum ETF position peaked at $2.54M in Q3 2016.
  • 28 funds tracked by Wall St. Rank held Invesco Dorsey Wright Basic Materials Momentum ETF as of Q1 2017.

Based on Baird Financial Group's 13F filing for Q1 2017, filed 9 May 2017.