AIP
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Almanack Investment Partners’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Almanack Investment Partners’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
2019
Q4 		– Sell
-13,759
Closed -$608K – 220
2019
Q3 		$608K Buy
+13,759
New +$602K 0.12% 100

Other funds holding PSK

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PL
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIA
Avalon Investment & Advisory Houston, Texas $3.65B AUM 0.47% 1-Year Est. Return

Almanack Investment Partners's PSK Position: Q4 2019 in Review

Almanack Investment Partners sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q4 2019, closing a stake of 13,759 shares — an estimated $608K sold.

Almanack Investment Partners first reported a position in PSK in Q3 2019 and held it in 1 quarter. The position peaked at $608K in Q3 2019. 144 funds tracked by Wall St. Rank hold PSK as of Q4 2019.

  • Almanack Investment Partners reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q4 2019 after selling out during the quarter.
  • Almanack Investment Partners sold 13,759 State Street SPDR ICE Preferred Securities ETF shares in Q4 2019, an estimated $608K.
  • Almanack Investment Partners first reported a position in State Street SPDR ICE Preferred Securities ETF in Q3 2019 and held it in 1 quarter.
  • Almanack Investment Partners's State Street SPDR ICE Preferred Securities ETF position peaked at $608K in Q3 2019.
  • 144 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q4 2019.

Based on Almanack Investment Partners's 13F filing for Q4 2019, filed 10 Feb 2020.