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BCM Advisors’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

BCM 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
2017
Q1 		– Sell
-330
Closed -$14K – 76
2016
Q4 		$14K Buy
+330
New +$14.4K 0.01% 71

Other funds holding PSK

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
SGAM
Steinberg Global Asset Management Boca Raton, Florida $639M AUM 11.04% 1-Year Est. Return

BCM Advisors's PSK Position: Q1 2017 in Review

BCM Advisors sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q1 2017, closing a stake of 330 shares — an estimated $14K sold.

BCM Advisors first reported a position in PSK in Q4 2016 and held it in 1 quarter. The position peaked at $14K in Q4 2016. 86 funds tracked by Wall St. Rank hold PSK as of Q1 2017.

  • BCM Advisors reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q1 2017 after selling out during the quarter.
  • BCM Advisors sold 330 State Street SPDR ICE Preferred Securities ETF shares in Q1 2017, an estimated $14K.
  • BCM Advisors first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2016 and held it in 1 quarter.
  • BCM Advisors's State Street SPDR ICE Preferred Securities ETF position peaked at $14K in Q4 2016.
  • 86 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q1 2017.

Based on BCM Advisors's 13F filing for Q1 2017, filed 12 May 2017.