Baird Financial Group
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Baird Financial Group’s VanEck Short Muni ETF SMB Stock Holding History

Baird Financial Group’s Portfolio SMB Stock Details SMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-50,638
Closed -$894K – 1255
2016
Q3 		$894K Buy
50,638
+3,692
+8% +$65.5K 0.01% 779
2016
Q2 		$832K Sell
46,946
-2,107
-4% -$37.2K 0.01% 791
2016
Q1 		$864K Buy
49,053
+7,737
+19% +$136K 0.01% 762
2015
Q4 		$724K Sell
41,316
-3,970
-9% -$69.5K 0.01% 801
2015
Q3 		$793K Sell
45,286
-1,709
-4% -$29.9K 0.01% 775
2015
Q2 		$817K Buy
+46,995
New +$819K 0.01% 808

Other funds holding SMB

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EisnerAmper Wealth Management Corporate Benefits
EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey $274M AUM 12.56% 1-Year Est. Return
Miracle Mile Advisors
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Freedom Investment Management
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

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

Baird Financial Group sold out of VanEck Short Muni ETF (SMB) in Q4 2016, closing a stake of 50,638 shares — an estimated $894K sold.

Baird Financial Group first reported a position in SMB in Q2 2015 and held it in 6 quarters. The position peaked at $894K in Q3 2016. 51 funds tracked by Wall St. Rank hold SMB as of Q4 2016.

  • Baird Financial Group reported no remaining VanEck Short Muni ETF position as of Q4 2016 after selling out during the quarter.
  • Baird Financial Group sold 50,638 VanEck Short Muni ETF shares in Q4 2016, an estimated $894K.
  • Baird Financial Group first reported a position in VanEck Short Muni ETF in Q2 2015 and held it in 6 quarters.
  • Baird Financial Group's VanEck Short Muni ETF position peaked at $894K in Q3 2016.
  • 51 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q4 2016.

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