FinTrust Capital Advisors’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

FinTrust Capital 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
2020 Q1	–	Sell	-1,500	Closed	-$66K	–	1157
2019 Q4	$66K	Hold	1,500	–	–	0.03%	394
2019 Q3	$66K	Hold	1,500	–	–	0.02%	401
2019 Q2	$65K	Hold	1,500	–	–	0.03%	365
2019 Q1	$64K	Buy	+1,500	New	+$62.8K	0.03%	348

Other funds holding PSK

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Protective Life Birmingham, Alabama $14M AUM 7.42% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

FinTrust Capital Advisors's PSK Position: Q1 2020 in Review

FinTrust Capital Advisors sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q1 2020, closing a stake of 1,500 shares — an estimated $66K sold.

FinTrust Capital Advisors first reported a position in PSK in Q1 2019 and held it in 4 quarters. The position peaked at $66K in Q4 2019. 134 funds tracked by Wall St. Rank hold PSK as of Q1 2020.

FinTrust Capital Advisors reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q1 2020 after selling out during the quarter.
FinTrust Capital Advisors sold 1,500 State Street SPDR ICE Preferred Securities ETF shares in Q1 2020, an estimated $66K.
FinTrust Capital Advisors first reported a position in State Street SPDR ICE Preferred Securities ETF in Q1 2019 and held it in 4 quarters.
FinTrust Capital Advisors's State Street SPDR ICE Preferred Securities ETF position peaked at $66K in Q4 2019.
134 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q1 2020.

Based on FinTrust Capital Advisors's 13F filing for Q1 2020, filed 15 May 2020.