Edmond de Rothschild (Suisse)’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Edmond de Rothschild (Suisse)’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	$2.29M	Buy	+50,372	New	+$2.33M	0.7%	29

Other funds holding PSK

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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

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 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

Edmond de Rothschild (Suisse)'s PSK Position: Q3 2016 in Review

Edmond de Rothschild (Suisse) opened a new position in State Street SPDR ICE Preferred Securities ETF (PSK) in Q3 2016: 50,372 shares worth $2.29M. The stake represents 0.7% of the portfolio and ranks #29 among its holdings.

83 funds tracked by Wall St. Rank hold PSK as of Q3 2016.

Edmond de Rothschild (Suisse) held 50,372 shares of State Street SPDR ICE Preferred Securities ETF worth $2.29M as of Q3 2016.
State Street SPDR ICE Preferred Securities ETF was a new Edmond de Rothschild (Suisse) position in Q3 2016.
State Street SPDR ICE Preferred Securities ETF made up 0.7% of Edmond de Rothschild (Suisse)'s portfolio in Q3 2016, its #29 holding.
83 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q3 2016.

Based on Edmond de Rothschild (Suisse)'s 13F filing for Q3 2016, filed 14 Nov 2016.