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 $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWMCB
EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey $274M AUM 12.56% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 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.