Baird Financial Group’s POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO XLKS Stock Holding History

Baird Financial Group’s Portfolio XLKS Stock Details XLKS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-14,307	Closed	-$1.13M	–	1321
2017 Q3	$1.13M	Sell	14,307 -3,346	-19%	-$265K	0.01%	761
2017 Q2	$1.31M	Sell	17,653 -246	-1%	-$18.2K	0.01%	720
2017 Q1	$1.31M	Sell	17,899 -752	-4%	-$54.9K	0.01%	708
2016 Q4	$1.3M	Buy	18,651 +4,842	+35%	+$337K	0.01%	680
2016 Q3	$876K	Buy	13,809 +4,880	+55%	+$310K	0.01%	791
2016 Q2	$496K	Buy	+8,929	New	+$496K	﹤0.01%	920

Other funds holding XLKS

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CHA

Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Baird Financial Group's XLKS Position: Q4 2017 in Review

Baird Financial Group sold out of POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO (XLKS) in Q4 2017, closing a stake of 14,307 shares — an estimated $1.13M sold.

Baird Financial Group first reported a position in XLKS in Q2 2016 and held it in 6 quarters. The position peaked at $1.31M in Q1 2017. 87 funds tracked by Wall St. Rank hold XLKS as of Q4 2017.

Baird Financial Group reported no remaining POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO position as of Q4 2017 after selling out during the quarter.
Baird Financial Group sold 14,307 POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO shares in Q4 2017, an estimated $1.13M.
Baird Financial Group first reported a position in POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO in Q2 2016 and held it in 6 quarters.
Baird Financial Group's POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO position peaked at $1.31M in Q1 2017.
87 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO as of Q4 2017.

Based on Baird Financial Group's 13F filing for Q4 2017, filed 9 Feb 2018.