Advantage Investment Management’s Public Storage PSA Stock Holding History

Advantage Investment Management’s Portfolio PSA Stock Details PSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-125	Closed	-$27K	–	1048
2017 Q4	$27K	Sell	125 -15	-11%	-$3.17K	0.01%	520
2017 Q3	$30K	Buy	140 +15	+12%	+$3.1K	0.01%	489
2017 Q2	$26K	Hold	125	–	–	0.01%	513
2017 Q1	$27K	Sell	125 -2	-2%	-$443	0.01%	492
2016 Q4	$28K	Hold	127	–	–	0.01%	446
2016 Q3	$28K	Buy	127 +2	+2%	+$467	0.01%	445
2016 Q2	$27K	Hold	125	–	–	0.01%	436
2016 Q1	$27K	Hold	125	–	–	0.01%	419
2015 Q4	$27K	Hold	125	–	–	0.01%	426
2015 Q3	$27K	Sell	125 -275	-69%	-$56K	0.02%	402
2015 Q2	$72K	Hold	400	–	–	0.04%	286
2015 Q1	$72K	Hold	400	–	–	0.04%	285
2014 Q4	$72K	Buy	+400	New	+$72.4K	0.05%	257

Other funds holding PSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Advantage Investment Management's PSA Position: Q1 2018 in Review

Advantage Investment Management sold out of Public Storage (PSA) in Q1 2018, closing a stake of 125 shares — an estimated $27K sold.

Advantage Investment Management first reported a position in PSA in Q4 2014 and held it in 13 quarters. The position peaked at $72K in Q2 2015. 679 funds tracked by Wall St. Rank hold PSA as of Q1 2018.

Advantage Investment Management reported no remaining Public Storage position as of Q1 2018 after selling out during the quarter.
Advantage Investment Management sold 125 Public Storage shares in Q1 2018, an estimated $27K.
Advantage Investment Management first reported a position in Public Storage in Q4 2014 and held it in 13 quarters.
Advantage Investment Management's Public Storage position peaked at $72K in Q2 2015.
679 funds tracked by Wall St. Rank held Public Storage as of Q1 2018.

Based on Advantage Investment Management's 13F filing for Q1 2018, filed 15 May 2018.