Edge Capital Group’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Edge Capital 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 Q3	–	Sell	-5,630	Closed	-$243K	–	248
2019 Q2	$243K	Hold	5,630	–	–	0.02%	228
2019 Q1	$240K	Hold	5,630	–	–	0.02%	217
2018 Q4	$223K	Buy	+5,630	New	+$229K	0.02%	215

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return

Edge Capital Group's PSK Position: Q3 2019 in Review

Edge Capital Group sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q3 2019, closing a stake of 5,630 shares — an estimated $243K sold.

Edge Capital Group first reported a position in PSK in Q4 2018 and held it in 3 quarters. The position peaked at $243K in Q2 2019. 133 funds tracked by Wall St. Rank hold PSK as of Q3 2019.

Edge Capital Group reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q3 2019 after selling out during the quarter.
Edge Capital Group sold 5,630 State Street SPDR ICE Preferred Securities ETF shares in Q3 2019, an estimated $243K.
Edge Capital Group first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2018 and held it in 3 quarters.
Edge Capital Group's State Street SPDR ICE Preferred Securities ETF position peaked at $243K in Q2 2019.
133 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q3 2019.

Based on Edge Capital Group's 13F filing for Q3 2019, filed 12 Nov 2019.