Foresight Wealth Management’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Foresight Wealth Management’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 Q4	–	Sell	-95,100	Closed	-$4.2M	–	130
2019 Q3	$4.2M	Buy	95,100 +11,455	+14%	+$501K	3.03%	8
2019 Q2	$3.61M	Buy	83,645 +1,831	+2%	+$78.5K	2.73%	10
2019 Q1	$3.49M	Buy	81,814 +16,727	+26%	+$700K	3.03%	6
2018 Q4	$2.58M	Buy	+65,087	New	+$2.65M	2.73%	10

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 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

DJSG

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

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

AIA

Avalon Investment & Advisory Houston, Texas $3.65B AUM 0.47% 1-Year Est. Return

Foresight Wealth Management's PSK Position: Q4 2019 in Review

Foresight Wealth Management sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q4 2019, closing a stake of 95,100 shares — an estimated $4.2M sold.

Foresight Wealth Management first reported a position in PSK in Q4 2018 and held it in 4 quarters. The position peaked at $4.2M in Q3 2019. 144 funds tracked by Wall St. Rank hold PSK as of Q4 2019.

Foresight Wealth Management reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q4 2019 after selling out during the quarter.
Foresight Wealth Management sold 95,100 State Street SPDR ICE Preferred Securities ETF shares in Q4 2019, an estimated $4.2M.
Foresight Wealth Management first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2018 and held it in 4 quarters.
Foresight Wealth Management's State Street SPDR ICE Preferred Securities ETF position peaked at $4.2M in Q3 2019.
144 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q4 2019.

Based on Foresight Wealth Management's 13F filing for Q4 2019, filed 15 Jan 2020.