Advisory Research’s Public Storage PSA Stock Holding History

Advisory Research’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
2014 Q2	–	Sell	-407	Closed	-$69K	–	599
2014 Q1	$69K	Buy	+407	New	+$65.9K	﹤0.01%	575

Other funds holding PSA

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

AAMU

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Advisory Research's PSA Position: Q2 2014 in Review

Advisory Research sold out of Public Storage (PSA) in Q2 2014, closing a stake of 407 shares — an estimated $69K sold.

Advisory Research first reported a position in PSA in Q1 2014 and held it in 1 quarter. The position peaked at $69K in Q1 2014. 472 funds tracked by Wall St. Rank hold PSA as of Q2 2014.

Advisory Research reported no remaining Public Storage position as of Q2 2014 after selling out during the quarter.
Advisory Research sold 407 Public Storage shares in Q2 2014, an estimated $69K.
Advisory Research first reported a position in Public Storage in Q1 2014 and held it in 1 quarter.
Advisory Research's Public Storage position peaked at $69K in Q1 2014.
472 funds tracked by Wall St. Rank held Public Storage as of Q2 2014.

Based on Advisory Research's 13F filing for Q2 2014, filed 14 Aug 2014.