NA
PSK icon

Navellier & Associates’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Navellier & Associates’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
Q4 		– Sell
-8,037
Closed -$366K – 317
2016
Q3 		$366K Buy
8,037
+3,096
+63% +$143K 0.05% 183
2016
Q2 		$228K Buy
+4,941
New +$225K 0.03% 214

Other funds holding PSK

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFP
Shepherd Financial Partners Winchester, Massachusetts $1.05B AUM 22.07% 1-Year Est. Return

Navellier & Associates's PSK Position: Q4 2016 in Review

Navellier & Associates sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q4 2016, closing a stake of 8,037 shares — an estimated $366K sold.

Navellier & Associates first reported a position in PSK in Q2 2016 and held it in 2 quarters. The position peaked at $366K in Q3 2016. 90 funds tracked by Wall St. Rank hold PSK as of Q4 2016.

  • Navellier & Associates reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q4 2016 after selling out during the quarter.
  • Navellier & Associates sold 8,037 State Street SPDR ICE Preferred Securities ETF shares in Q4 2016, an estimated $366K.
  • Navellier & Associates first reported a position in State Street SPDR ICE Preferred Securities ETF in Q2 2016 and held it in 2 quarters.
  • Navellier & Associates's State Street SPDR ICE Preferred Securities ETF position peaked at $366K in Q3 2016.
  • 90 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q4 2016.

Based on Navellier & Associates's 13F filing for Q4 2016, filed 13 Feb 2017.