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Winslow Evans & Crocker’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$58K Buy
1,310
+260
+25% +$11.4K 0.01% 565
2020
Q3 		$46K Buy
1,050
+125
+14% +$5.39K 0.01% 475
2020
Q2 		$39K Sell
925
-1
-0.1% -$41 0.01% 502
2020
Q1 		$38K Hold
926
– – 0.01% 471
2019
Q4 		$42K Buy
926
+350
+61% +$15.4K 0.01% 530
2019
Q3 		$26K Buy
576
+350
+155% +$15.3K 0.01% 616
2019
Q2 		$10K Buy
+226
New +$9.69K ﹤0.01% 835
2018
Q2 		– Sell
-1,506
Closed -$65.4K – 1158
2018
Q1 		$65.4K Hold
1,506
– – 0.02% 434
2017
Q4 		$66.3K Hold
1,506
– – 0.02% 438
2017
Q3 		$67.3K Sell
1,506
-2,939
-66% -$132K 0.02% 422
2017
Q2 		$200K Buy
4,445
+1,333
+43% +$59.8K 0.05% 316
2017
Q1 		$137K Hold
3,112
– – 0.04% 357
2016
Q4 		$130K Sell
3,112
-1,464
-32% -$63.9K 0.04% 357
2016
Q3 		$208K Buy
4,576
+16
+0.4% +$739 0.06% 297
2016
Q2 		$210K Hold
4,560
– – 0.06% 274
2016
Q1 		$206K Hold
4,560
– – 0.06% 267
2015
Q4 		$204K Buy
4,560
+1,430
+46% +$63.7K 0.06% 289
2015
Q3 		$137K Hold
3,130
– – 0.04% 342
2015
Q2 		$136K Hold
3,130
– – 0.04% 368
2015
Q1 		$141K Buy
3,130
+120
+4% +$5.35K 0.04% 358
2014
Q4 		$132K Buy
3,010
+144
+5% +$6.34K 0.04% 361
2014
Q3 		$125K Buy
2,866
+1,071
+60% +$46.8K 0.04% 388
2014
Q2 		$78.4K Buy
+1,795
New +$77.6K 0.03% 419
2014
Q1 		– Sell
-500
Closed -$20K – 1373
2013
Q4 		$20K Buy
+500
New +$20.4K 0.01% 704

Other funds holding PSK

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PL
Protective Life Birmingham, Alabama $14M AUM 7.42% 1-Year Est. Return
CFG
CNO Financial Group Carmel, Indiana $175M AUM 2.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $387M AUM 84.69% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Winslow Evans & Crocker's PSK Position: Q4 2020 in Review

Winslow Evans & Crocker increased its State Street SPDR ICE Preferred Securities ETF (PSK) stake by 25% in Q4 2020, buying an estimated $11.4K and bringing the position to 1,310 shares worth $58K. The position accounts for 0.01% of the portfolio, ranked #565.

Winslow Evans & Crocker first reported a position in PSK in Q4 2013 and has held it in 24 quarters since. The position peaked at $210K in Q2 2016. 200 funds tracked by Wall St. Rank hold PSK as of Q4 2020.

  • Winslow Evans & Crocker held 1,310 shares of State Street SPDR ICE Preferred Securities ETF worth $58K as of Q4 2020.
  • Winslow Evans & Crocker bought 260 State Street SPDR ICE Preferred Securities ETF shares in Q4 2020, an estimated $11.4K.
  • State Street SPDR ICE Preferred Securities ETF made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #565 holding.
  • Winslow Evans & Crocker first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2013 and has held it in 24 quarters since.
  • Winslow Evans & Crocker's State Street SPDR ICE Preferred Securities ETF position peaked at $210K in Q2 2016.
  • 200 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.