Baird Financial Group
XLIS

Baird Financial Group’s POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO XLIS Stock Holding History

Baird Financial Group’s Portfolio XLIS Stock Details XLIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-23,922
Closed -$1.54M – 1339
2017
Q4 		$1.54M Buy
23,922
+20,324
+565% +$1.31M 0.01% 703
2017
Q3 		$219K Buy
+3,598
New +$219K ﹤0.01% 1165

Other funds holding XLIS

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NCMW
Northern Capital Management (Wisconsin) Madison, Wisconsin $373M AUM 11.01% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Baird Financial Group's XLIS Position: Q1 2018 in Review

Baird Financial Group sold out of POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO (XLIS) in Q1 2018, closing a stake of 23,922 shares — an estimated $1.54M sold.

Baird Financial Group first reported a position in XLIS in Q3 2017 and held it in 2 quarters. The position peaked at $1.54M in Q4 2017. 37 funds tracked by Wall St. Rank hold XLIS as of Q1 2018.

  • Baird Financial Group reported no remaining POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO position as of Q1 2018 after selling out during the quarter.
  • Baird Financial Group sold 23,922 POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO shares in Q1 2018, an estimated $1.54M.
  • Baird Financial Group first reported a position in POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO in Q3 2017 and held it in 2 quarters.
  • Baird Financial Group's POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO position peaked at $1.54M in Q4 2017.
  • 37 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO as of Q1 2018.

Based on Baird Financial Group's 13F filing for Q1 2018, filed 14 May 2018.