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

Wall 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
2017
Q2 		– Sell
-19,184
Closed -$843K – 50
2017
Q1 		$843K Buy
+19,184
New +$835K 0.67% 21

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
ARMC
American Research & Management Company Marion, Massachusetts $362M AUM 8.06% 1-Year Est. Return

Wall Capital Group's PSK Position: Q2 2017 in Review

Wall Capital Group sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q2 2017, closing a stake of 19,184 shares — an estimated $843K sold.

Wall Capital Group first reported a position in PSK in Q1 2017 and held it in 1 quarter. The position peaked at $843K in Q1 2017. 96 funds tracked by Wall St. Rank hold PSK as of Q2 2017.

  • Wall Capital Group reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q2 2017 after selling out during the quarter.
  • Wall Capital Group sold 19,184 State Street SPDR ICE Preferred Securities ETF shares in Q2 2017, an estimated $843K.
  • Wall Capital Group first reported a position in State Street SPDR ICE Preferred Securities ETF in Q1 2017 and held it in 1 quarter.
  • Wall Capital Group's State Street SPDR ICE Preferred Securities ETF position peaked at $843K in Q1 2017.
  • 96 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q2 2017.

Based on Wall Capital Group's 13F filing for Q2 2017, filed 20 Jul 2017.