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

United Capital 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
2016
Q4 		– Sell
-5,332
Closed -$242K – 1305
2016
Q3 		$242K Buy
+5,332
New +$246K ﹤0.01% 1130

Other funds holding PSK

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFP
Shepherd Financial Partners Winchester, Massachusetts $1.05B AUM 22.07% 1-Year Est. Return

United Capital Financial Advisors's PSK Position: Q4 2016 in Review

United Capital Financial Advisors sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q4 2016, closing a stake of 5,332 shares — an estimated $242K sold.

United Capital Financial Advisors first reported a position in PSK in Q3 2016 and held it in 1 quarter. The position peaked at $242K in Q3 2016. 90 funds tracked by Wall St. Rank hold PSK as of Q4 2016.

  • United Capital Financial Advisors reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q4 2016 after selling out during the quarter.
  • United Capital Financial Advisors sold 5,332 State Street SPDR ICE Preferred Securities ETF shares in Q4 2016, an estimated $242K.
  • United Capital Financial Advisors first reported a position in State Street SPDR ICE Preferred Securities ETF in Q3 2016 and held it in 1 quarter.
  • United Capital Financial Advisors's State Street SPDR ICE Preferred Securities ETF position peaked at $242K in Q3 2016.
  • 90 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q4 2016.

Based on United Capital Financial Advisors's 13F filing for Q4 2016, filed 15 Feb 2017.