WI
PSK icon

WBI Investments’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

WBI Investments’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
2013
Q3 		– Sell
-824,784
Closed -$35.9M – 126
2013
Q2 		$35.9M Buy
+824,784
New +$37.4M 2.57% 11

Other funds holding PSK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ARMC
American Research & Management Company Marion, Massachusetts $362M AUM 8.06% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SCG
Strategic Capital Group Gig Harbor, Washington $321M AUM 22.54% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

WBI Investments's PSK Position: Q3 2013 in Review

WBI Investments sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q3 2013, closing a stake of 824,784 shares — an estimated $35.9M sold.

WBI Investments first reported a position in PSK in Q2 2013 and held it in 1 quarter. The position peaked at $35.9M in Q2 2013. 45 funds tracked by Wall St. Rank hold PSK as of Q3 2013.

  • WBI Investments reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q3 2013 after selling out during the quarter.
  • WBI Investments sold 824,784 State Street SPDR ICE Preferred Securities ETF shares in Q3 2013, an estimated $35.9M.
  • WBI Investments first reported a position in State Street SPDR ICE Preferred Securities ETF in Q2 2013 and held it in 1 quarter.
  • WBI Investments's State Street SPDR ICE Preferred Securities ETF position peaked at $35.9M in Q2 2013.
  • 45 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q3 2013.

Based on WBI Investments's 13F filing for Q3 2013, filed 13 Nov 2013.