Baird’s First Trust S&P REIT Index Fund FRI Stock Holding History

Baird’s Portfolio FRI Stock Details FRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q3	–	Sell	-32,262	Closed	-$601K	–	1088
2013 Q2	$601K	Buy	+32,262	New	+$634K	0.01%	701

Other funds holding FRI

Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return

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

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

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

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

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

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

FHA

First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Baird's FRI Position: Q3 2013 in Review

Baird sold out of First Trust S&P REIT Index Fund (FRI) in Q3 2013, closing a stake of 32,262 shares — an estimated $601K sold.

Baird first reported a position in FRI in Q2 2013 and held it in 1 quarter. The position peaked at $601K in Q2 2013. 37 funds tracked by Wall St. Rank hold FRI as of Q3 2013.

Baird reported no remaining First Trust S&P REIT Index Fund position as of Q3 2013 after selling out during the quarter.
Baird sold 32,262 First Trust S&P REIT Index Fund shares in Q3 2013, an estimated $601K.
Baird first reported a position in First Trust S&P REIT Index Fund in Q2 2013 and held it in 1 quarter.
Baird's First Trust S&P REIT Index Fund position peaked at $601K in Q2 2013.
37 funds tracked by Wall St. Rank held First Trust S&P REIT Index Fund as of Q3 2013.

Based on Baird's 13F filing for Q3 2013, filed 13 Nov 2013.