Baird
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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 $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Callan Capital
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Comerica Securities
Comerica Securities Detroit, Michigan $1.2B AUM 16.58% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
SNS Financial Group
SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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. 30 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.
  • 30 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.