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Wealthcare Capital Management’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Wealthcare Capital Management’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
Q3 		– Sell
-1
Closed – – 191
2017
Q2 		$0 Buy
+1
New +$45 ﹤0.01% 197

Other funds holding PSK

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VFA
Voya Financial Advisors Windsor, Connecticut $1B AUM 12.91% 1-Year Est. Return
SGAM
Steinberg Global Asset Management Boca Raton, Florida $639M AUM 11.04% 1-Year Est. Return

Wealthcare Capital Management's PSK Position: Q3 2017 in Review

Wealthcare Capital Management sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q3 2017, closing a stake of 1 share.

Wealthcare Capital Management first reported a position in PSK in Q2 2017 and held it in 1 quarter. The position peaked at $0 in Q2 2017. 91 funds tracked by Wall St. Rank hold PSK as of Q3 2017.

  • Wealthcare Capital Management reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q3 2017 after selling out during the quarter.
  • Wealthcare Capital Management sold 1 State Street SPDR ICE Preferred Securities ETF share in Q3 2017.
  • Wealthcare Capital Management first reported a position in State Street SPDR ICE Preferred Securities ETF in Q2 2017 and held it in 1 quarter.
  • Wealthcare Capital Management's State Street SPDR ICE Preferred Securities ETF position peaked at $0 in Q2 2017.
  • 91 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q3 2017.

Based on Wealthcare Capital Management's 13F filing for Q3 2017, filed 14 Nov 2017.