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Mark Sheptoff Financial Planning’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Mark Sheptoff Financial Planning’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
2016
Q1 		– Sell
-550
Closed -$25K – 394
2015
Q4 		$25K Buy
+550
New +$24.5K 0.02% 203

Other funds holding PSK

NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SGAM
Steinberg Global Asset Management Boca Raton, Florida $639M AUM 11.04% 1-Year Est. Return

Mark Sheptoff Financial Planning's PSK Position: Q1 2016 in Review

Mark Sheptoff Financial Planning sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q1 2016, closing a stake of 550 shares — an estimated $25K sold.

Mark Sheptoff Financial Planning first reported a position in PSK in Q4 2015 and held it in 1 quarter. The position peaked at $25K in Q4 2015. 64 funds tracked by Wall St. Rank hold PSK as of Q1 2016.

  • Mark Sheptoff Financial Planning reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q1 2016 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 550 State Street SPDR ICE Preferred Securities ETF shares in Q1 2016, an estimated $25K.
  • Mark Sheptoff Financial Planning first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2015 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's State Street SPDR ICE Preferred Securities ETF position peaked at $25K in Q4 2015.
  • 64 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q1 2016.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2016, filed 9 May 2016.