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

CT Financial Advisors’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
2016
Q3 		– Sell
-315
Closed -$14.5K – 665
2016
Q2 		$14.5K Buy
+315
New +$14.3K 0.01% 380

Other funds holding PSK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SGAM
Steinberg Global Asset Management Boca Raton, Florida $639M AUM 11.04% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

CT Financial Advisors's PSK Position: Q3 2016 in Review

CT Financial Advisors sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q3 2016, closing a stake of 315 shares — an estimated $14.5K sold.

CT Financial Advisors first reported a position in PSK in Q2 2016 and held it in 1 quarter. The position peaked at $14.5K in Q2 2016. 83 funds tracked by Wall St. Rank hold PSK as of Q3 2016.

  • CT Financial Advisors reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q3 2016 after selling out during the quarter.
  • CT Financial Advisors sold 315 State Street SPDR ICE Preferred Securities ETF shares in Q3 2016, an estimated $14.5K.
  • CT Financial Advisors first reported a position in State Street SPDR ICE Preferred Securities ETF in Q2 2016 and held it in 1 quarter.
  • CT Financial Advisors's State Street SPDR ICE Preferred Securities ETF position peaked at $14.5K in Q2 2016.
  • 83 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q3 2016.

Based on CT Financial Advisors's 13F filing for Q3 2016, filed 12 Oct 2016.