B
BSCI

Baird’s Invesco BulletShares 2018 Corporate Bond ETF BSCI Stock Holding History

Baird’s Portfolio BSCI Stock Details BSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$1.96M Buy
91,693
+66,618
+266% +$1.41M 0.02% 559
2014
Q4 		$530K Buy
25,075
+1,150
+5% +$24.3K 0.01% 920
2014
Q3 		$506K Buy
23,925
+13,900
+139% +$295K 0.01% 830
2014
Q2 		$213K Buy
+10,025
New +$212K ﹤0.01% 1079

Other funds holding BSCI

IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Baird's BSCI Position: Q1 2015 in Review

Baird increased its Invesco BulletShares 2018 Corporate Bond ETF (BSCI) stake by 266% in Q1 2015, buying an estimated $1.41M and bringing the position to 91,693 shares worth $1.96M. The position accounts for 0.02% of the portfolio, ranked #559.

Baird first reported a position in BSCI in Q2 2014 and has held it in 4 quarters since. 88 funds tracked by Wall St. Rank hold BSCI as of Q1 2015.

  • Baird held 91,693 shares of Invesco BulletShares 2018 Corporate Bond ETF worth $1.96M as of Q1 2015.
  • Baird bought 66,618 Invesco BulletShares 2018 Corporate Bond ETF shares in Q1 2015, an estimated $1.41M.
  • Invesco BulletShares 2018 Corporate Bond ETF made up 0.02% of Baird's portfolio in Q1 2015, its #559 holding.
  • Baird first reported a position in Invesco BulletShares 2018 Corporate Bond ETF in Q2 2014 and has held it in 4 quarters since.
  • 88 funds tracked by Wall St. Rank held Invesco BulletShares 2018 Corporate Bond ETF as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.