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L & S Advisors’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

L & S 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
Q4 		– Sell
-6,400
Closed -$283K – 328
2019
Q3 		$283K Buy
+6,400
New +$280K 0.04% 272

Other funds holding PSK

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
PL
Protective Life Birmingham, Alabama $14M AUM 7.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AIA
Avalon Investment & Advisory Houston, Texas $3.65B AUM 0.47% 1-Year Est. Return

L & S Advisors's PSK Position: Q4 2019 in Review

L & S Advisors sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q4 2019, closing a stake of 6,400 shares — an estimated $283K sold.

L & S Advisors first reported a position in PSK in Q3 2019 and held it in 1 quarter. The position peaked at $283K in Q3 2019. 144 funds tracked by Wall St. Rank hold PSK as of Q4 2019.

  • L & S Advisors reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q4 2019 after selling out during the quarter.
  • L & S Advisors sold 6,400 State Street SPDR ICE Preferred Securities ETF shares in Q4 2019, an estimated $283K.
  • L & S Advisors first reported a position in State Street SPDR ICE Preferred Securities ETF in Q3 2019 and held it in 1 quarter.
  • L & S Advisors's State Street SPDR ICE Preferred Securities ETF position peaked at $283K in Q3 2019.
  • 144 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q4 2019.

Based on L & S Advisors's 13F filing for Q4 2019, filed 13 Feb 2020.