Vickerman & Driscoll Financial Advisors’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Vickerman & Driscoll 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
2020 Q1	$4.97M	Buy	126,722 +16,136	+15%	+$685K	3.05%	9
2019 Q4	$4.87M	Buy	110,586 +99,809	+926%	+$4.38M	2.46%	15
2019 Q3	$476K	Buy	10,777 +3,795	+54%	+$166K	0.26%	62
2019 Q2	$302K	Buy	+6,982	New	+$299K	0.17%	67

Other funds holding PSK

CSIA

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

Protective Life Birmingham, Alabama $14M AUM 7.42% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Vickerman & Driscoll Financial Advisors's PSK Position: Q1 2020 in Review

Vickerman & Driscoll Financial Advisors increased its State Street SPDR ICE Preferred Securities ETF (PSK) stake by 15% in Q1 2020, buying an estimated $685K and bringing the position to 126,722 shares worth $4.97M. The position accounts for 3.05% of the portfolio, ranked #9.

Vickerman & Driscoll Financial Advisors first reported a position in PSK in Q2 2019 and has held it in 4 quarters since. 134 funds tracked by Wall St. Rank hold PSK as of Q1 2020.

Vickerman & Driscoll Financial Advisors held 126,722 shares of State Street SPDR ICE Preferred Securities ETF worth $4.97M as of Q1 2020.
Vickerman & Driscoll Financial Advisors bought 16,136 State Street SPDR ICE Preferred Securities ETF shares in Q1 2020, an estimated $685K.
State Street SPDR ICE Preferred Securities ETF made up 3.05% of Vickerman & Driscoll Financial Advisors's portfolio in Q1 2020, its #9 holding.
Vickerman & Driscoll Financial Advisors first reported a position in State Street SPDR ICE Preferred Securities ETF in Q2 2019 and has held it in 4 quarters since.
134 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q1 2020.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.