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Baird’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

Baird’s Portfolio BMVP Stock Details BMVP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-9,285
Closed -$211K – 1114
2013
Q4 		$211K Sell
9,285
-1,851
-17% -$40.2K ﹤0.01% 1055
2013
Q3 		$225K Sell
11,136
-774
-6% -$15.4K ﹤0.01% 999
2013
Q2 		$223K Buy
+11,910
New +$225K ﹤0.01% 969

Other funds holding BMVP

CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CWM
Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.26B AUM 20.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Baird's BMVP Position: Q1 2014 in Review

Baird sold out of Invesco Bloomberg MVP Multi-factor ETF (BMVP) in Q1 2014, closing a stake of 9,285 shares — an estimated $211K sold.

Baird first reported a position in BMVP in Q2 2013 and held it in 3 quarters. The position peaked at $225K in Q3 2013. 31 funds tracked by Wall St. Rank hold BMVP as of Q1 2014.

  • Baird reported no remaining Invesco Bloomberg MVP Multi-factor ETF position as of Q1 2014 after selling out during the quarter.
  • Baird sold 9,285 Invesco Bloomberg MVP Multi-factor ETF shares in Q1 2014, an estimated $211K.
  • Baird first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q2 2013 and held it in 3 quarters.
  • Baird's Invesco Bloomberg MVP Multi-factor ETF position peaked at $225K in Q3 2013.
  • 31 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q1 2014.

Based on Baird's 13F filing for Q1 2014, filed 9 May 2014.