Baird Financial Group
XLFS

Baird Financial Group’s POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO XLFS Stock Holding History

Baird Financial Group’s Portfolio XLFS Stock Details XLFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-24,069
Closed -$1.29M – 1341
2018
Q1 		$1.29M Buy
24,069
+17,242
+253% +$924K 0.01% 757
2017
Q4 		$372K Buy
+6,827
New +$372K ﹤0.01% 1085
2017
Q1 		– Sell
-27,616
Closed -$1.44M – 1277
2016
Q4 		$1.44M Buy
+27,616
New +$1.44M 0.01% 650

Other funds holding XLFS

KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

Baird Financial Group's XLFS Position: Q2 2018 in Review

Baird Financial Group sold out of POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO (XLFS) in Q2 2018, closing a stake of 24,069 shares — an estimated $1.29M sold.

Baird Financial Group first reported a position in XLFS in Q4 2016 and held it in 3 quarters. The position peaked at $1.44M in Q4 2016. 3 funds tracked by Wall St. Rank hold XLFS as of Q2 2018.

  • Baird Financial Group reported no remaining POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO position as of Q2 2018 after selling out during the quarter.
  • Baird Financial Group sold 24,069 POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO shares in Q2 2018, an estimated $1.29M.
  • Baird Financial Group first reported a position in POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO in Q4 2016 and held it in 3 quarters.
  • Baird Financial Group's POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO position peaked at $1.44M in Q4 2016.
  • 3 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO as of Q2 2018.

Based on Baird Financial Group's 13F filing for Q2 2018, filed 13 Aug 2018.