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

JBJ Investment 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
2020 Q1	–	Sell	-29,255	Closed	-$1.29M	–	59
2019 Q4	$1.29M	Sell	29,255 -326	-1%	-$14.3K	0.4%	16
2019 Q3	$1.31M	Sell	29,581 -888	-3%	-$38.9K	0.44%	15
2019 Q2	$1.32M	Sell	30,469 -59,910	-66%	-$2.57M	0.48%	16
2019 Q1	$3.86M	Buy	+90,379	New	+$3.78M	1.47%	14

Other funds holding PSK

CSIA

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

Protective Life Birmingham, Alabama $30.1M AUM 0.65% 1-Year Est. Return

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

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

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

DJSG

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

JBJ Investment Partners's PSK Position: Q1 2020 in Review

JBJ Investment Partners sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q1 2020, closing a stake of 29,255 shares — an estimated $1.29M sold.

JBJ Investment Partners first reported a position in PSK in Q1 2019 and held it in 4 quarters. The position peaked at $3.86M in Q1 2019. 135 funds tracked by Wall St. Rank hold PSK as of Q1 2020.

JBJ Investment Partners reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q1 2020 after selling out during the quarter.
JBJ Investment Partners sold 29,255 State Street SPDR ICE Preferred Securities ETF shares in Q1 2020, an estimated $1.29M.
JBJ Investment Partners first reported a position in State Street SPDR ICE Preferred Securities ETF in Q1 2019 and held it in 4 quarters.
JBJ Investment Partners's State Street SPDR ICE Preferred Securities ETF position peaked at $3.86M in Q1 2019.
135 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q1 2020.

Based on JBJ Investment Partners's 13F filing for Q1 2020, filed 24 Apr 2020.