B
FTGC icon

Baird’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Baird’s Portfolio FTGC Stock Details FTGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-65,859
Closed -$1.93M – 1299
2014
Q3 		$1.93M Buy
65,859
+4,349
+7% +$138K 0.03% 470
2014
Q2 		$2.08M Buy
+61,510
New +$2.1M 0.03% 482

Other funds holding FTGC

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
SFG
SNS Financial Group Minneapolis, Minnesota $1.16B AUM 13.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
BUB
BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return

Baird's FTGC Position: Q4 2014 in Review

Baird sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q4 2014, closing a stake of 65,859 shares — an estimated $1.93M sold.

Baird first reported a position in FTGC in Q2 2014 and held it in 2 quarters. The position peaked at $2.08M in Q2 2014. 29 funds tracked by Wall St. Rank hold FTGC as of Q4 2014.

  • Baird reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q4 2014 after selling out during the quarter.
  • Baird sold 65,859 First Trust Global Tactical Commodity Strategy Fund shares in Q4 2014, an estimated $1.93M.
  • Baird first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q2 2014 and held it in 2 quarters.
  • Baird's First Trust Global Tactical Commodity Strategy Fund position peaked at $2.08M in Q2 2014.
  • 29 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q4 2014.

Based on Baird's 13F filing for Q4 2014, filed 12 Feb 2015.