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Meridian Wealth Management’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Meridian Wealth Management’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
Q3 		– Sell
-2,235
Closed -$966 – 409
2019
Q2 		$966 Buy
+2,235
New +$95.8K 0.04% 278

Other funds holding PSK

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Meridian Wealth Management's PSK Position: Q3 2019 in Review

Meridian Wealth Management sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q3 2019, closing a stake of 2,235 shares — an estimated $966 sold.

Meridian Wealth Management first reported a position in PSK in Q2 2019 and held it in 1 quarter. The position peaked at $966 in Q2 2019. 133 funds tracked by Wall St. Rank hold PSK as of Q3 2019.

  • Meridian Wealth Management reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q3 2019 after selling out during the quarter.
  • Meridian Wealth Management sold 2,235 State Street SPDR ICE Preferred Securities ETF shares in Q3 2019, an estimated $966.
  • Meridian Wealth Management first reported a position in State Street SPDR ICE Preferred Securities ETF in Q2 2019 and held it in 1 quarter.
  • Meridian Wealth Management's State Street SPDR ICE Preferred Securities ETF position peaked at $966 in Q2 2019.
  • 133 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q3 2019.

Based on Meridian Wealth Management's 13F filing for Q3 2019, filed 8 Nov 2019.