Sequoia Financial Advisors’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Sequoia Financial Advisors’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 Q1	–	Sell	-6,722	Closed	-$266K	–	374
2018 Q4	$266K	Buy	6,722 +474	+8%	+$19.3K	0.03%	228
2018 Q3	$266K	Hold	6,248	–	–	0.03%	249
2018 Q2	$272K	Hold	6,248	–	–	0.03%	244
2018 Q1	$271K	Buy	+6,248	New	+$269K	0.03%	237

Other funds holding PSK

CSIA

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

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

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

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

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

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

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

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

Sequoia Financial Advisors's PSK Position: Q1 2019 in Review

Sequoia Financial Advisors sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q1 2019, closing a stake of 6,722 shares — an estimated $266K sold.

Sequoia Financial Advisors first reported a position in PSK in Q1 2018 and held it in 4 quarters. The position peaked at $272K in Q2 2018. 134 funds tracked by Wall St. Rank hold PSK as of Q1 2019.

Sequoia Financial Advisors reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q1 2019 after selling out during the quarter.
Sequoia Financial Advisors sold 6,722 State Street SPDR ICE Preferred Securities ETF shares in Q1 2019, an estimated $266K.
Sequoia Financial Advisors first reported a position in State Street SPDR ICE Preferred Securities ETF in Q1 2018 and held it in 4 quarters.
Sequoia Financial Advisors's State Street SPDR ICE Preferred Securities ETF position peaked at $272K in Q2 2018.
134 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q1 2019.

Based on Sequoia Financial Advisors's 13F filing for Q1 2019, filed 13 May 2019.