Advisor Group’s Public Storage PSA Stock Holding History

Advisor Group’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
2019 Q4	$2.14M	Buy	10,040 +637	+7%	+$141K	0.01%	777
2019 Q3	$2.31M	Sell	9,403 -1,191	-11%	-$299K	0.02%	704
2019 Q2	$2.53M	Sell	10,594 -160	-1%	-$36.7K	0.02%	661
2019 Q1	$2.34M	Buy	10,754 +515	+5%	+$108K	0.02%	657
2018 Q4	$2.07M	Sell	10,239 -1,514	-13%	-$309K	0.02%	623
2018 Q3	$2.37M	Buy	11,753 +1,111	+10%	+$240K	0.02%	580
2018 Q2	$2.41M	Sell	10,642 -1,420	-12%	-$296K	0.03%	484
2018 Q1	$2.42M	Buy	12,062 +1,493	+14%	+$291K	0.03%	488
2017 Q4	$2.21M	Sell	10,569 -5,476	-34%	-$1.16M	0.03%	524
2017 Q3	$3.43M	Buy	16,045 +854	+6%	+$177K	0.05%	332
2017 Q2	$3.17M	Buy	15,191 +161	+1%	+$34.6K	0.06%	333
2017 Q1	$3.29M	Buy	15,030 +222	+1%	+$49.2K	0.07%	301
2016 Q4	$3.31M	Buy	14,808 +5,855	+65%	+$1.25M	0.07%	278
2016 Q3	$2M	Buy	8,953 +172	+2%	+$40.2K	0.05%	403
2016 Q2	$2.24M	Buy	+8,781	New	+$2.25M	0.06%	340

Other funds holding PSA

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return