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

Legacy Private Trust’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
2014
Q4 		– Sell
-17,732
Closed -$772K – 265
2014
Q3 		$772K Buy
+17,732
New +$774K 0.12% 159

Other funds holding PSK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ARMC
American Research & Management Company Marion, Massachusetts $362M AUM 8.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return
SGAM
Steinberg Global Asset Management Boca Raton, Florida $639M AUM 11.04% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Legacy Private Trust's PSK Position: Q4 2014 in Review

Legacy Private Trust sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q4 2014, closing a stake of 17,732 shares — an estimated $772K sold.

Legacy Private Trust first reported a position in PSK in Q3 2014 and held it in 1 quarter. The position peaked at $772K in Q3 2014. 50 funds tracked by Wall St. Rank hold PSK as of Q4 2014.

  • Legacy Private Trust reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q4 2014 after selling out during the quarter.
  • Legacy Private Trust sold 17,732 State Street SPDR ICE Preferred Securities ETF shares in Q4 2014, an estimated $772K.
  • Legacy Private Trust first reported a position in State Street SPDR ICE Preferred Securities ETF in Q3 2014 and held it in 1 quarter.
  • Legacy Private Trust's State Street SPDR ICE Preferred Securities ETF position peaked at $772K in Q3 2014.
  • 50 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q4 2014.

Based on Legacy Private Trust's 13F filing for Q4 2014, filed 16 Jan 2015.