GWMIA
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Global Wealth Management Investment Advisory’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Global Wealth Management Investment Advisory’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
Q1 		– Sell
-48
Closed -$2K – 741
2018
Q4 		$2K Buy
+48
New +$1.96K ﹤0.01% 601

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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

Global Wealth Management Investment Advisory's PSK Position: Q1 2019 in Review

Global Wealth Management Investment Advisory sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q1 2019, closing a stake of 48 shares — an estimated $2K sold.

Global Wealth Management Investment Advisory first reported a position in PSK in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 134 funds tracked by Wall St. Rank hold PSK as of Q1 2019.

  • Global Wealth Management Investment Advisory reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q1 2019 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 48 State Street SPDR ICE Preferred Securities ETF shares in Q1 2019, an estimated $2K.
  • Global Wealth Management Investment Advisory first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2018 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's State Street SPDR ICE Preferred Securities ETF position peaked at $2K in Q4 2018.
  • 134 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q1 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2019, filed 10 May 2019.