Yorktown Management & Research Company’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Yorktown Management & Research Company’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
2018 Q2	–	Sell	-4,700	Closed	-$204K	–	384
2018 Q1	$204K	Buy	+4,700	New	+$203K	0.06%	354

Other funds holding PSK

CSIA

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Yorktown Management & Research Company's PSK Position: Q2 2018 in Review

Yorktown Management & Research Company sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q2 2018, closing a stake of 4,700 shares — an estimated $204K sold.

Yorktown Management & Research Company first reported a position in PSK in Q1 2018 and held it in 1 quarter. The position peaked at $204K in Q1 2018. 108 funds tracked by Wall St. Rank hold PSK as of Q2 2018.

Yorktown Management & Research Company reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q2 2018 after selling out during the quarter.
Yorktown Management & Research Company sold 4,700 State Street SPDR ICE Preferred Securities ETF shares in Q2 2018, an estimated $204K.
Yorktown Management & Research Company first reported a position in State Street SPDR ICE Preferred Securities ETF in Q1 2018 and held it in 1 quarter.
Yorktown Management & Research Company's State Street SPDR ICE Preferred Securities ETF position peaked at $204K in Q1 2018.
108 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q2 2018.

Based on Yorktown Management & Research Company's 13F filing for Q2 2018, filed 10 Aug 2018.