AIA
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Allegis Investment Advisors’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Allegis Investment Advisors’s Portfolio PSK Stock Details PSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$2.53M Buy
58,167
+800
+1% +$34.5K 0.77% 27
2017
Q4 		$2.53M Buy
+57,367
New +$2.56M 0.74% 33

Other funds holding PSK

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
1IA
1834 Investment Advisors Milwaukee, Wisconsin $801M AUM 18.16% 1-Year Est. Return
LWS
Lucia Wealth Services San Diego, California $426M AUM 19.43% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

Allegis Investment Advisors's PSK Position: Q1 2018 in Review

Allegis Investment Advisors increased its State Street SPDR ICE Preferred Securities ETF (PSK) stake by 1.4% in Q1 2018, buying an estimated $34.5K and bringing the position to 58,167 shares worth $2.53M. The position accounts for 0.77% of the portfolio, ranked #27.

Allegis Investment Advisors first reported a position in PSK in Q4 2017 and has held it in 2 quarters since. 108 funds tracked by Wall St. Rank hold PSK as of Q1 2018.

  • Allegis Investment Advisors held 58,167 shares of State Street SPDR ICE Preferred Securities ETF worth $2.53M as of Q1 2018.
  • Allegis Investment Advisors bought 800 State Street SPDR ICE Preferred Securities ETF shares in Q1 2018, an estimated $34.5K.
  • State Street SPDR ICE Preferred Securities ETF made up 0.77% of Allegis Investment Advisors's portfolio in Q1 2018, its #27 holding.
  • Allegis Investment Advisors first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2017 and has held it in 2 quarters since.
  • 108 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q1 2018.

Based on Allegis Investment Advisors's 13F filing for Q1 2018, filed 24 Apr 2018.