Guidant Wealth Advisors’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Guidant Wealth 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
2019 Q3	$473K	Sell	10,706 -5,733	-35%	-$251K	0.18%	73
2019 Q2	$710K	Sell	16,439 -602	-4%	-$25.8K	0.27%	62
2019 Q1	$727K	Sell	17,041 -781	-4%	-$32.7K	0.28%	63
2018 Q4	$705K	Buy	+17,822	New	+$726K	0.33%	58

Other funds holding PSK

CSIA

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

DJSG

D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return

Guidant Wealth Advisors's PSK Position: Q3 2019 in Review

Guidant Wealth Advisors reduced its State Street SPDR ICE Preferred Securities ETF (PSK) stake by 35% in Q3 2019, selling an estimated $251K and leaving 10,706 shares worth $473K. The position accounts for 0.18% of the portfolio, ranked #73.

Guidant Wealth Advisors first reported a position in PSK in Q4 2018 and has held it in 4 quarters since. The position peaked at $727K in Q1 2019. 133 funds tracked by Wall St. Rank hold PSK as of Q3 2019.

Guidant Wealth Advisors held 10,706 shares of State Street SPDR ICE Preferred Securities ETF worth $473K as of Q3 2019.
Guidant Wealth Advisors sold 5,733 State Street SPDR ICE Preferred Securities ETF shares in Q3 2019, an estimated $251K.
State Street SPDR ICE Preferred Securities ETF made up 0.18% of Guidant Wealth Advisors's portfolio in Q3 2019, its #73 holding.
Guidant Wealth Advisors first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2018 and has held it in 4 quarters since.
Guidant Wealth Advisors's State Street SPDR ICE Preferred Securities ETF position peaked at $727K in Q1 2019.
133 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.