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Girard Partners’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Girard Partners’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
2018
Q4 		– Sell
-220
Closed -$9K – 669
2018
Q3 		$9K Buy
+220
New +$9.49K ﹤0.01% 763

Other funds holding PSK

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Girard Partners's PSK Position: Q4 2018 in Review

Girard Partners sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q4 2018, closing a stake of 220 shares — an estimated $9K sold.

Girard Partners first reported a position in PSK in Q3 2018 and held it in 1 quarter. The position peaked at $9K in Q3 2018. 124 funds tracked by Wall St. Rank hold PSK as of Q4 2018.

  • Girard Partners reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q4 2018 after selling out during the quarter.
  • Girard Partners sold 220 State Street SPDR ICE Preferred Securities ETF shares in Q4 2018, an estimated $9K.
  • Girard Partners first reported a position in State Street SPDR ICE Preferred Securities ETF in Q3 2018 and held it in 1 quarter.
  • Girard Partners's State Street SPDR ICE Preferred Securities ETF position peaked at $9K in Q3 2018.
  • 124 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.