WealthPLAN Partners’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q3
$61.6K Sell
1,355
-15
-1% -$692 0.02% 303
2016
Q2
$63.1K Buy
+1,370
New +$62.4K 0.01% 801
2015
Q4
$24.8K Buy
+555
New +$24.7K ﹤0.01% 843

Other funds holding PSK

WealthPLAN Partners's PSK Position: Q3 2016 in Review

WealthPLAN Partners reduced its State Street SPDR ICE Preferred Securities ETF (PSK) stake by 1.1% in Q3 2016, selling an estimated $692 and leaving 1,355 shares worth $61.6K. The position accounts for 0.02% of the portfolio, ranked #303.

WealthPLAN Partners first reported a position in PSK in Q4 2015 and has held it in 3 quarters since. The position peaked at $63.1K in Q2 2016. 83 funds tracked by Wall St. Rank hold PSK as of Q3 2016.

  • WealthPLAN Partners held 1,355 shares of State Street SPDR ICE Preferred Securities ETF worth $61.6K as of Q3 2016.
  • WealthPLAN Partners sold 15 State Street SPDR ICE Preferred Securities ETF shares in Q3 2016, an estimated $692.
  • State Street SPDR ICE Preferred Securities ETF made up 0.02% of WealthPLAN Partners's portfolio in Q3 2016, its #303 holding.
  • WealthPLAN Partners first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2015 and has held it in 3 quarters since.
  • WealthPLAN Partners's State Street SPDR ICE Preferred Securities ETF position peaked at $63.1K in Q2 2016.
  • 83 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.