Long Wharf Investors’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2013
Q4
Sell
-28,712
Closed -$1.17M 125
2013
Q3
$1.17M Sell
28,712
-8,445
-23% -$355K 1.12% 28
2013
Q2
$1.61M Buy
+37,157
New +$1.69M 1.59% 20

Other funds holding PSK

Long Wharf Investors's PSK Position: Q4 2013 in Review

Long Wharf Investors sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q4 2013, closing a stake of 28,712 shares — an estimated $1.17M sold.

Long Wharf Investors first reported a position in PSK in Q2 2013 and held it in 2 quarters. The position peaked at $1.61M in Q2 2013. 39 funds tracked by Wall St. Rank hold PSK as of Q4 2013.

  • Long Wharf Investors reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q4 2013 after selling out during the quarter.
  • Long Wharf Investors sold 28,712 State Street SPDR ICE Preferred Securities ETF shares in Q4 2013, an estimated $1.17M.
  • Long Wharf Investors first reported a position in State Street SPDR ICE Preferred Securities ETF in Q2 2013 and held it in 2 quarters.
  • Long Wharf Investors's State Street SPDR ICE Preferred Securities ETF position peaked at $1.61M in Q2 2013.
  • 39 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q4 2013.

Based on Long Wharf Investors's 13F filing for Q4 2013, filed 7 Feb 2014.