Shine Investment Advisory Services’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Shine Investment Advisory Services’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 Q1	–	Sell	-185	Closed	-$8K	–	666
2017 Q4	$8K	Hold	185	–	–	﹤0.01%	575
2017 Q3	$8K	Hold	185	–	–	﹤0.01%	567
2017 Q2	$8K	Buy	+185	New	+$8.3K	﹤0.01%	555

Other funds holding PSK

CSIA

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

1IA

1834 Investment Advisors Milwaukee, Wisconsin $801M AUM 18.16% 1-Year Est. Return

LWS

Lucia Wealth Services San Diego, California $426M AUM 19.43% 1-Year Est. Return

GFPC

Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

Shine Investment Advisory Services's PSK Position: Q1 2018 in Review

Shine Investment Advisory Services sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q1 2018, closing a stake of 185 shares — an estimated $8K sold.

Shine Investment Advisory Services first reported a position in PSK in Q2 2017 and held it in 3 quarters. The position peaked at $8K in Q4 2017. 108 funds tracked by Wall St. Rank hold PSK as of Q1 2018.

Shine Investment Advisory Services reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q1 2018 after selling out during the quarter.
Shine Investment Advisory Services sold 185 State Street SPDR ICE Preferred Securities ETF shares in Q1 2018, an estimated $8K.
Shine Investment Advisory Services first reported a position in State Street SPDR ICE Preferred Securities ETF in Q2 2017 and held it in 3 quarters.
Shine Investment Advisory Services's State Street SPDR ICE Preferred Securities ETF position peaked at $8K in Q4 2017.
108 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q1 2018.

Based on Shine Investment Advisory Services's 13F filing for Q1 2018, filed 30 Apr 2018.