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Braver Wealth Management’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Braver Wealth 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
2016
Q4 		$398K Buy
+9,490
New +$414K 0.06% 126

Other funds holding PSK

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFP
Shepherd Financial Partners Winchester, Massachusetts $1.05B AUM 22.07% 1-Year Est. Return

Braver Wealth Management's PSK Position: Q4 2016 in Review

Braver Wealth Management opened a new position in State Street SPDR ICE Preferred Securities ETF (PSK) in Q4 2016: 9,490 shares worth $398K. The stake represents 0.06% of the portfolio and ranks #126 among its holdings.

90 funds tracked by Wall St. Rank hold PSK as of Q4 2016.

  • Braver Wealth Management held 9,490 shares of State Street SPDR ICE Preferred Securities ETF worth $398K as of Q4 2016.
  • State Street SPDR ICE Preferred Securities ETF was a new Braver Wealth Management position in Q4 2016.
  • State Street SPDR ICE Preferred Securities ETF made up 0.06% of Braver Wealth Management's portfolio in Q4 2016, its #126 holding.
  • 90 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.