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Strategic Capital Group’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Strategic Capital Group’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
2014
Q2 		– Sell
-2,864
Closed -$121K – 300
2014
Q1 		$121K Buy
2,864
+890
+45% +$36.9K 0.04% 171
2013
Q4 		$78K Sell
1,974
-28,607
-94% -$1.17M 0.06% 152
2013
Q3 		$1.25M Buy
30,581
+3,345
+12% +$141K 0.47% 81
2013
Q2 		$1.18M Buy
+27,236
New +$1.24M 0.59% 63

Other funds holding PSK

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
ARMC
American Research & Management Company Marion, Massachusetts $362M AUM 8.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SGAM
Steinberg Global Asset Management Boca Raton, Florida $639M AUM 11.04% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Strategic Capital Group's PSK Position: Q2 2014 in Review

Strategic Capital Group sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q2 2014, closing a stake of 2,864 shares — an estimated $121K sold.

Strategic Capital Group first reported a position in PSK in Q2 2013 and held it in 4 quarters. The position peaked at $1.25M in Q3 2013. 46 funds tracked by Wall St. Rank hold PSK as of Q2 2014.

  • Strategic Capital Group reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q2 2014 after selling out during the quarter.
  • Strategic Capital Group sold 2,864 State Street SPDR ICE Preferred Securities ETF shares in Q2 2014, an estimated $121K.
  • Strategic Capital Group first reported a position in State Street SPDR ICE Preferred Securities ETF in Q2 2013 and held it in 4 quarters.
  • Strategic Capital Group's State Street SPDR ICE Preferred Securities ETF position peaked at $1.25M in Q3 2013.
  • 46 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q2 2014.

Based on Strategic Capital Group's 13F filing for Q2 2014, filed 14 Jul 2014.