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TCI Wealth Advisors’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

TCI Wealth 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
2020
Q1 		– Sell
-444
Closed -$20K – 1698
2019
Q4 		$20K Buy
+444
New +$19.5K 0.01% 554

Other funds holding PSK

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
PL
Protective Life Birmingham, Alabama $14M AUM 7.42% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

TCI Wealth Advisors's PSK Position: Q1 2020 in Review

TCI Wealth Advisors sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q1 2020, closing a stake of 444 shares — an estimated $20K sold.

TCI Wealth Advisors first reported a position in PSK in Q4 2019 and held it in 1 quarter. The position peaked at $20K in Q4 2019. 134 funds tracked by Wall St. Rank hold PSK as of Q1 2020.

  • TCI Wealth Advisors reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q1 2020 after selling out during the quarter.
  • TCI Wealth Advisors sold 444 State Street SPDR ICE Preferred Securities ETF shares in Q1 2020, an estimated $20K.
  • TCI Wealth Advisors first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2019 and held it in 1 quarter.
  • TCI Wealth Advisors's State Street SPDR ICE Preferred Securities ETF position peaked at $20K in Q4 2019.
  • 134 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q1 2020.

Based on TCI Wealth Advisors's 13F filing for Q1 2020, filed 14 Apr 2020.