First Personal Financial Services’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

First Personal Financial Services’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 Q1	–	Sell	-435	Closed	-$19K	–	382
2015 Q4	$19K	Hold	435	–	–	0.01%	247
2015 Q3	$20K	Hold	435	–	–	0.01%	238
2015 Q2	$19K	Hold	435	–	–	0.01%	236
2015 Q1	$20K	Buy	+435	New	+$19.4K	0.01%	229

Other funds holding PSK

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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

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

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

CSIA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

SGAM

Steinberg Global Asset Management Boca Raton, Florida $639M AUM 11.04% 1-Year Est. Return

First Personal Financial Services's PSK Position: Q1 2016 in Review

First Personal Financial Services sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q1 2016, closing a stake of 435 shares — an estimated $19K sold.

First Personal Financial Services first reported a position in PSK in Q1 2015 and held it in 4 quarters. The position peaked at $20K in Q3 2015. 64 funds tracked by Wall St. Rank hold PSK as of Q1 2016.

First Personal Financial Services reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q1 2016 after selling out during the quarter.
First Personal Financial Services sold 435 State Street SPDR ICE Preferred Securities ETF shares in Q1 2016, an estimated $19K.
First Personal Financial Services first reported a position in State Street SPDR ICE Preferred Securities ETF in Q1 2015 and held it in 4 quarters.
First Personal Financial Services's State Street SPDR ICE Preferred Securities ETF position peaked at $20K in Q3 2015.
64 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q1 2016.

Based on First Personal Financial Services's 13F filing for Q1 2016, filed 11 May 2016.