Axiom Investment Management’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Axiom Investment Management’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 Q3	–	Sell	-1,029	Closed	-$44K	–	371
2019 Q2	$44K	Sell	1,029 -1,200	-54%	-$51.4K	0.01%	412
2019 Q1	$95K	Sell	2,229 -5,000	-69%	-$209K	0.02%	383
2018 Q4	$286K	Buy	+7,229	New	+$294K	0.06%	275

Other funds holding PSK

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return

Axiom Investment Management's PSK Position: Q3 2019 in Review

Axiom Investment Management sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q3 2019, closing a stake of 1,029 shares — an estimated $44K sold.

Axiom Investment Management first reported a position in PSK in Q4 2018 and held it in 3 quarters. The position peaked at $286K in Q4 2018. 133 funds tracked by Wall St. Rank hold PSK as of Q3 2019.

Axiom Investment Management reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q3 2019 after selling out during the quarter.
Axiom Investment Management sold 1,029 State Street SPDR ICE Preferred Securities ETF shares in Q3 2019, an estimated $44K.
Axiom Investment Management first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2018 and held it in 3 quarters.
Axiom Investment Management's State Street SPDR ICE Preferred Securities ETF position peaked at $286K in Q4 2018.
133 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q3 2019.

Based on Axiom Investment Management's 13F filing for Q3 2019, filed 16 Mar 2021.