CF
PSK icon

Centaurus Financial’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Centaurus Financial’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
Q3 		– Sell
-4,896
Closed -$213K – 1658
2018
Q2 		$213K Buy
4,896
+2,376
+94% +$102K 0.03% 497
2018
Q1 		$110K Buy
+2,520
New +$109K 0.03% 426

Other funds holding PSK

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWSR
Chessman Wealth Strategies RIA Dallas, Texas $211K AUM 15.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Centaurus Financial's PSK Position: Q3 2018 in Review

Centaurus Financial sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q3 2018, closing a stake of 4,896 shares — an estimated $213K sold.

Centaurus Financial first reported a position in PSK in Q1 2018 and held it in 2 quarters. The position peaked at $213K in Q2 2018. 104 funds tracked by Wall St. Rank hold PSK as of Q3 2018.

  • Centaurus Financial reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q3 2018 after selling out during the quarter.
  • Centaurus Financial sold 4,896 State Street SPDR ICE Preferred Securities ETF shares in Q3 2018, an estimated $213K.
  • Centaurus Financial first reported a position in State Street SPDR ICE Preferred Securities ETF in Q1 2018 and held it in 2 quarters.
  • Centaurus Financial's State Street SPDR ICE Preferred Securities ETF position peaked at $213K in Q2 2018.
  • 104 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q3 2018.

Based on Centaurus Financial's 13F filing for Q3 2018, filed 5 Nov 2018.