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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
Sell
-797
Closed -$36K 812
2016
Q3
$36K Buy
+797
New +$36.8K ﹤0.01% 851

Other funds holding PSK

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

Concert Wealth Management sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q4 2016, closing a stake of 797 shares — an estimated $36K sold.

Concert Wealth Management first reported a position in PSK in Q3 2016 and held it in 1 quarter. The position peaked at $36K in Q3 2016. 90 funds tracked by Wall St. Rank hold PSK as of Q4 2016.

  • Concert Wealth Management reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 797 State Street SPDR ICE Preferred Securities ETF shares in Q4 2016, an estimated $36K.
  • Concert Wealth Management first reported a position in State Street SPDR ICE Preferred Securities ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's State Street SPDR ICE Preferred Securities ETF position peaked at $36K in Q3 2016.
  • 90 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.