Baird’s VanEck Short Muni ETF SMB Stock Holding History

Baird’s Portfolio SMB Stock Details SMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	$756K	Buy	43,055 +4,898	+13%	+$86.2K	0.01%	833
2014 Q4	$669K	Buy	38,157 +113	+0.3%	+$1.99K	0.01%	857
2014 Q3	$671K	Buy	38,044 +5,705	+18%	+$101K	0.01%	761
2014 Q2	$569K	Buy	32,339 +713	+2%	+$12.5K	0.01%	814
2014 Q1	$556K	Sell	31,626 -2,711	-8%	-$47.8K	0.01%	824
2013 Q4	$604K	Buy	34,337 +2,741	+9%	+$48K	0.01%	770
2013 Q3	$553K	Sell	31,596 -15,086	-32%	-$263K	0.01%	760
2013 Q2	$817K	Buy	+46,682	New	+$827K	0.02%	619

Other funds holding SMB

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

EWMCB

EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey $274M AUM 12.56% 1-Year Est. Return

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

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

TNBTD

Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Baird's SMB Position: Q1 2015 in Review

Baird increased its VanEck Short Muni ETF (SMB) stake by 13% in Q1 2015, buying an estimated $86.2K and bringing the position to 43,055 shares worth $756K. The position accounts for 0.01% of the portfolio, ranked #833.

Baird first reported a position in SMB in Q2 2013 and has held it in 8 quarters since. The position peaked at $817K in Q2 2013. 50 funds tracked by Wall St. Rank hold SMB as of Q1 2015.

Baird held 43,055 shares of VanEck Short Muni ETF worth $756K as of Q1 2015.
Baird bought 4,898 VanEck Short Muni ETF shares in Q1 2015, an estimated $86.2K.
VanEck Short Muni ETF made up 0.01% of Baird's portfolio in Q1 2015, its #833 holding.
Baird first reported a position in VanEck Short Muni ETF in Q2 2013 and has held it in 8 quarters since.
Baird's VanEck Short Muni ETF position peaked at $817K in Q2 2013.
50 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q1 2015.

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