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HM Payson & Co’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

HM Payson & Co’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
-145
Closed -$6K – 1174
2020
Q4 		$6K Buy
+145
New +$6.36K ﹤0.01% 917

Other funds holding PSK

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PL
Protective Life Birmingham, Alabama $30.1M AUM 0.65% 1-Year Est. Return
CFG
CNO Financial Group Carmel, Indiana $174M AUM 1.66% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return

HM Payson & Co's PSK Position: Q1 2021 in Review

HM Payson & Co sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q1 2021, closing a stake of 145 shares — an estimated $6K sold.

HM Payson & Co first reported a position in PSK in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 197 funds tracked by Wall St. Rank hold PSK as of Q1 2021.

  • HM Payson & Co reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q1 2021 after selling out during the quarter.
  • HM Payson & Co sold 145 State Street SPDR ICE Preferred Securities ETF shares in Q1 2021, an estimated $6K.
  • HM Payson & Co first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2020 and held it in 1 quarter.
  • HM Payson & Co's State Street SPDR ICE Preferred Securities ETF position peaked at $6K in Q4 2020.
  • 197 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q1 2021.

Based on HM Payson & Co's 13F filing for Q1 2021, filed 15 Jun 2021.