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

HCR 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
2021 Q1	–	Sell	-2,093,150	Closed	-$13K	–	247
2020 Q4	$13K	Hold	2,093,150	–	–	﹤0.01%	246
2020 Q3	$13K	Hold	2,093,150	–	–	﹤0.01%	219
2020 Q2	$9K	Hold	2,093,150	–	–	﹤0.01%	227
2020 Q1	$12K	Hold	2,093,150	–	–	﹤0.01%	206
2019 Q4	$11K	Buy	+2,093,150	New	+$91.8M	﹤0.01%	209
2019 Q3	–	Sell	-2,093,000	Closed	-$4K	–	159
2019 Q2	$4K	Sell	2,093,000 -150	-0%	-$6.43K	﹤0.01%	154
2019 Q1	$10K	Hold	2,093,150	–	–	﹤0.01%	170
2018 Q4	$9K	Hold	2,093,150	–	–	﹤0.01%	158
2018 Q3	$10K	Hold	2,093,150	–	–	﹤0.01%	155
2018 Q2	$10K	Hold	2,093,150	–	–	﹤0.01%	168
2018 Q1	$10K	Buy	2,093,150 +50	+0%	+$2.15K	﹤0.01%	165
2017 Q4	$8K	Hold	2,093,100	–	–	﹤0.01%	167
2017 Q3	$8K	Hold	2,093,100	–	–	﹤0.01%	161
2017 Q2	$7K	Hold	2,093,100	–	–	﹤0.01%	139
2017 Q1	$8K	Hold	2,093,100	–	–	﹤0.01%	151
2016 Q4	$8K	Buy	+2,093,100	New	+$91.4M	﹤0.01%	149

Other funds holding PSK

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Protective Life Birmingham, Alabama $14M AUM 7.42% 1-Year Est. Return

CFG

CNO Financial Group Carmel, Indiana $175M AUM 2.24% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Donoghue Forlines Boston, Massachusetts $387M AUM 84.69% 1-Year Est. Return

DJSG

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

HCR Wealth Advisors's PSK Position: Q1 2021 in Review

HCR Wealth Advisors sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q1 2021, closing a stake of 2,093,150 shares — an estimated $13K sold.

HCR Wealth Advisors first reported a position in PSK in Q4 2016 and held it in 16 quarters. The position peaked at $13K in Q4 2020. 196 funds tracked by Wall St. Rank hold PSK as of Q1 2021.

HCR Wealth Advisors reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q1 2021 after selling out during the quarter.
HCR Wealth Advisors sold 2,093,150 State Street SPDR ICE Preferred Securities ETF shares in Q1 2021, an estimated $13K.
HCR Wealth Advisors first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2016 and held it in 16 quarters.
HCR Wealth Advisors's State Street SPDR ICE Preferred Securities ETF position peaked at $13K in Q4 2020.
196 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q1 2021.

Based on HCR Wealth Advisors's 13F filing for Q1 2021, filed 13 May 2021.