Washington Trust Bank’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Washington Trust Bank’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
2019 Q1	–	Sell	-762	Closed	-$30K	–	626
2018 Q4	$30K	Sell	762 -3,332	-81%	-$136K	﹤0.01%	390
2018 Q3	$175K	Hold	4,094	–	–	0.03%	226
2018 Q2	$178K	Hold	4,094	–	–	0.02%	227
2018 Q1	$178K	Hold	4,094	–	–	0.03%	224
2017 Q4	$180K	Hold	4,094	–	–	0.03%	240
2017 Q3	$183K	Hold	4,094	–	–	0.03%	227
2017 Q2	$184K	Hold	4,094	–	–	0.04%	211
2017 Q1	$180K	Buy	+4,094	New	+$178K	0.04%	216

Other funds holding PSK

CSIA

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

Washington Trust Bank's PSK Position: Q1 2019 in Review

Washington Trust Bank sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q1 2019, closing a stake of 762 shares — an estimated $30K sold.

Washington Trust Bank first reported a position in PSK in Q1 2017 and held it in 8 quarters. The position peaked at $184K in Q2 2017. 134 funds tracked by Wall St. Rank hold PSK as of Q1 2019.

Washington Trust Bank reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q1 2019 after selling out during the quarter.
Washington Trust Bank sold 762 State Street SPDR ICE Preferred Securities ETF shares in Q1 2019, an estimated $30K.
Washington Trust Bank first reported a position in State Street SPDR ICE Preferred Securities ETF in Q1 2017 and held it in 8 quarters.
Washington Trust Bank's State Street SPDR ICE Preferred Securities ETF position peaked at $184K in Q2 2017.
134 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q1 2019.

Based on Washington Trust Bank's 13F filing for Q1 2019, filed 9 Apr 2019.