Chessman Wealth Strategies RIA’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Chessman Wealth Strategies RIA’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 Q4	–	Sell	-241,913	Closed	-$10.3M	–	137
2018 Q3	$10.3M	Buy	+241,913	New	+$10.4M	9.07%	7

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Chessman Wealth Strategies RIA's PSK Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q4 2018, closing a stake of 241,913 shares — an estimated $10.3M sold.

Chessman Wealth Strategies RIA first reported a position in PSK in Q3 2018 and held it in 1 quarter. The position peaked at $10.3M in Q3 2018. 124 funds tracked by Wall St. Rank hold PSK as of Q4 2018.

Chessman Wealth Strategies RIA reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q4 2018 after selling out during the quarter.
Chessman Wealth Strategies RIA sold 241,913 State Street SPDR ICE Preferred Securities ETF shares in Q4 2018, an estimated $10.3M.
Chessman Wealth Strategies RIA first reported a position in State Street SPDR ICE Preferred Securities ETF in Q3 2018 and held it in 1 quarter.
Chessman Wealth Strategies RIA's State Street SPDR ICE Preferred Securities ETF position peaked at $10.3M in Q3 2018.
124 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.