WFG Advisors’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

WFG Advisors’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	$208K	Buy	4,629 +986	+27%	+$44.3K	0.05%	360
2017 Q1	$160K	Sell	3,643 -1,108	-23%	-$48.2K	0.04%	377
2016 Q4	$199K	Sell	4,751 -298	-6%	-$13K	0.05%	385
2016 Q3	$230K	Buy	5,049 +1,860	+58%	+$85.9K	0.06%	332
2016 Q2	$147K	Buy	3,189 +1,455	+84%	+$66.3K	0.04%	410
2016 Q1	$78K	Buy	+1,734	New	+$77.2K	0.02%	542

Other funds holding PSK

CSIA

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

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

WFG Advisors's PSK Position: Q2 2017 in Review

WFG Advisors increased its State Street SPDR ICE Preferred Securities ETF (PSK) stake by 27% in Q2 2017, buying an estimated $44.3K and bringing the position to 4,629 shares worth $208K. The position accounts for 0.05% of the portfolio, ranked #360.

WFG Advisors first reported a position in PSK in Q1 2016 and has held it in 6 quarters since. The position peaked at $230K in Q3 2016. 96 funds tracked by Wall St. Rank hold PSK as of Q2 2017.

WFG Advisors held 4,629 shares of State Street SPDR ICE Preferred Securities ETF worth $208K as of Q2 2017.
WFG Advisors bought 986 State Street SPDR ICE Preferred Securities ETF shares in Q2 2017, an estimated $44.3K.
State Street SPDR ICE Preferred Securities ETF made up 0.05% of WFG Advisors's portfolio in Q2 2017, its #360 holding.
WFG Advisors first reported a position in State Street SPDR ICE Preferred Securities ETF in Q1 2016 and has held it in 6 quarters since.
WFG Advisors's State Street SPDR ICE Preferred Securities ETF position peaked at $230K in Q3 2016.
96 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.