PTC
SPFF icon

Private Trust Company’s Global X SuperIncome Preferred ETF SPFF Stock Holding History

Private Trust Company’s Portfolio SPFF Stock Details SPFF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-2,130
Closed -$32K – 1053
2014
Q3 		$32K Buy
+2,130
New +$31.9K 0.01% 685

Other funds holding SPFF

MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return
IPC
Independent Portfolio Consultants Boca Raton, Florida $241M AUM 21.8% 1-Year Est. Return

Private Trust Company's SPFF Position: Q4 2014 in Review

Private Trust Company sold out of Global X SuperIncome Preferred ETF (SPFF) in Q4 2014, closing a stake of 2,130 shares — an estimated $32K sold.

Private Trust Company first reported a position in SPFF in Q3 2014 and held it in 1 quarter. The position peaked at $32K in Q3 2014. 35 funds tracked by Wall St. Rank hold SPFF as of Q4 2014.

  • Private Trust Company reported no remaining Global X SuperIncome Preferred ETF position as of Q4 2014 after selling out during the quarter.
  • Private Trust Company sold 2,130 Global X SuperIncome Preferred ETF shares in Q4 2014, an estimated $32K.
  • Private Trust Company first reported a position in Global X SuperIncome Preferred ETF in Q3 2014 and held it in 1 quarter.
  • Private Trust Company's Global X SuperIncome Preferred ETF position peaked at $32K in Q3 2014.
  • 35 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q4 2014.

Based on Private Trust Company's 13F filing for Q4 2014, filed 28 Jan 2015.