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

SeaCrest 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 Q2	–	Sell	-2,492	Closed	-$106K	–	1516
2019 Q1	$106K	Sell	2,492 -405	-14%	-$17K	0.02%	676
2018 Q4	$115K	Buy	2,897 +47	+2%	+$1.91K	0.02%	611
2018 Q3	$121K	Hold	2,850	–	–	0.02%	682
2018 Q2	$124K	Buy	2,850 +422	+17%	+$18.1K	0.02%	651
2018 Q1	$105K	Buy	2,428 +220	+10%	+$9.48K	0.02%	687
2017 Q4	$97K	Buy	+2,208	New	+$98.5K	0.02%	728

Other funds holding PSK

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RIM

Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return

SeaCrest Wealth Management's PSK Position: Q2 2019 in Review

SeaCrest Wealth Management sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q2 2019, closing a stake of 2,492 shares — an estimated $106K sold.

SeaCrest Wealth Management first reported a position in PSK in Q4 2017 and held it in 6 quarters. The position peaked at $124K in Q2 2018. 134 funds tracked by Wall St. Rank hold PSK as of Q2 2019.

SeaCrest Wealth Management reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q2 2019 after selling out during the quarter.
SeaCrest Wealth Management sold 2,492 State Street SPDR ICE Preferred Securities ETF shares in Q2 2019, an estimated $106K.
SeaCrest Wealth Management first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2017 and held it in 6 quarters.
SeaCrest Wealth Management's State Street SPDR ICE Preferred Securities ETF position peaked at $124K in Q2 2018.
134 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q2 2019.

Based on SeaCrest Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.