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Calton & Associates’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Calton & Associates’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 		– Sell
-66
Closed -$2K – 1043
2017
Q4 		$2K Buy
+66
New +$2.95K ﹤0.01% 1403

Other funds holding PSK

Charles Schwab Investment Advisory
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
1IA
1834 Investment Advisors Milwaukee, Wisconsin $883M AUM 23.82% 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

Calton & Associates's PSK Position: Q1 2018 in Review

Calton & Associates sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q1 2018, closing a stake of 66 shares — an estimated $2K sold.

Calton & Associates first reported a position in PSK in Q4 2017 and held it in 1 quarter. The position peaked at $2K in Q4 2017. 108 funds tracked by Wall St. Rank hold PSK as of Q1 2018.

  • Calton & Associates reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 66 State Street SPDR ICE Preferred Securities ETF shares in Q1 2018, an estimated $2K.
  • Calton & Associates first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's State Street SPDR ICE Preferred Securities ETF position peaked at $2K in Q4 2017.
  • 108 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.