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Royal Fund Management’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Royal Fund 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
2018
Q2 		– Sell
-1,119
Closed -$48K – 618
2018
Q1 		$48K Sell
1,119
-1,088
-49% -$46.9K 0.02% 194
2017
Q4 		$97K Buy
+2,207
New +$98.5K 0.03% 163

Other funds holding PSK

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Fund Management's PSK Position: Q2 2018 in Review

Royal Fund Management sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q2 2018, closing a stake of 1,119 shares — an estimated $48K sold.

Royal Fund Management first reported a position in PSK in Q4 2017 and held it in 2 quarters. The position peaked at $97K in Q4 2017. 108 funds tracked by Wall St. Rank hold PSK as of Q2 2018.

  • Royal Fund Management reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q2 2018 after selling out during the quarter.
  • Royal Fund Management sold 1,119 State Street SPDR ICE Preferred Securities ETF shares in Q2 2018, an estimated $48K.
  • Royal Fund Management first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2017 and held it in 2 quarters.
  • Royal Fund Management's State Street SPDR ICE Preferred Securities ETF position peaked at $97K in Q4 2017.
  • 108 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q2 2018.

Based on Royal Fund Management's 13F filing for Q2 2018, filed 7 May 2020.