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

Legacy 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
2018
Q1 		– Sell
-115
Closed -$5K – 444
2017
Q4 		$5K Buy
+115
New +$5.13K ﹤0.01% 302

Other funds holding PSK

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
1IA
1834 Investment Advisors Milwaukee, Wisconsin $801M AUM 18.16% 1-Year Est. Return
LWS
Lucia Wealth Services San Diego, California $426M AUM 19.43% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

Legacy Advisors's PSK Position: Q1 2018 in Review

Legacy Advisors sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q1 2018, closing a stake of 115 shares — an estimated $5K sold.

Legacy Advisors first reported a position in PSK in Q4 2017 and held it in 1 quarter. The position peaked at $5K in Q4 2017. 108 funds tracked by Wall St. Rank hold PSK as of Q1 2018.

  • Legacy Advisors reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q1 2018 after selling out during the quarter.
  • Legacy Advisors sold 115 State Street SPDR ICE Preferred Securities ETF shares in Q1 2018, an estimated $5K.
  • Legacy Advisors first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2017 and held it in 1 quarter.
  • Legacy Advisors's State Street SPDR ICE Preferred Securities ETF position peaked at $5K in Q4 2017.
  • 108 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q1 2018.

Based on Legacy Advisors's 13F filing for Q1 2018, filed 17 Apr 2018.