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

CMC Financial Group’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
2019
Q4 		– Sell
-5,050
Closed -$223K – 49
2019
Q3 		$223K Buy
+5,050
New +$221K 0.29% 29

Other funds holding PSK

Charles Schwab Investment Advisory
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
PL
Protective Life Birmingham, Alabama $14M AUM 7.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Avalon Investment & Advisory
Avalon Investment & Advisory Houston, Texas $3.65B AUM 0.47% 1-Year Est. Return

CMC Financial Group's PSK Position: Q4 2019 in Review

CMC Financial Group sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q4 2019, closing a stake of 5,050 shares — an estimated $223K sold.

CMC Financial Group first reported a position in PSK in Q3 2019 and held it in 1 quarter. The position peaked at $223K in Q3 2019. 144 funds tracked by Wall St. Rank hold PSK as of Q4 2019.

  • CMC Financial Group reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q4 2019 after selling out during the quarter.
  • CMC Financial Group sold 5,050 State Street SPDR ICE Preferred Securities ETF shares in Q4 2019, an estimated $223K.
  • CMC Financial Group first reported a position in State Street SPDR ICE Preferred Securities ETF in Q3 2019 and held it in 1 quarter.
  • CMC Financial Group's State Street SPDR ICE Preferred Securities ETF position peaked at $223K in Q3 2019.
  • 144 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q4 2019.

Based on CMC Financial Group's 13F filing for Q4 2019, filed 7 Feb 2020.