Advocacy Wealth Management Services’s Public Storage Depositary Shares Each Representing 1/1,000 of a 5.40% Cumulative Preferred Share of PSA.PRB Stock Holding History

Advocacy Wealth Management Services’s Portfolio PSA.PRB Stock Details PSA.PRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-474	Closed	-$12K	–	208
2018 Q1	$12K	Hold	474	–	–	0.01%	121
2017 Q4	$12K	Hold	474	–	–	0.01%	147
2017 Q3	$13K	Buy	+474	New	+$12.4K	0.01%	171

Other funds holding PSA.PRB

RIG

Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return

Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return

BRC

Bell Rock Capital Rehoboth Beach, Delaware $81M AUM 9.85% 1-Year Est. Return

Advocacy Wealth Management Services's PSA.PRB Position: Q2 2018 in Review

Advocacy Wealth Management Services sold out of Public Storage Depositary Shares Each Representing 1/1,000 of a 5.40% Cumulative Preferred Share of (PSA.PRB) in Q2 2018, closing a stake of 474 shares — an estimated $12K sold.

Advocacy Wealth Management Services first reported a position in PSA.PRB in Q3 2017 and held it in 3 quarters. The position peaked at $13K in Q3 2017. 3 funds tracked by Wall St. Rank hold PSA.PRB as of Q2 2018.

Advocacy Wealth Management Services reported no remaining Public Storage Depositary Shares Each Representing 1/1,000 of a 5.40% Cumulative Preferred Share of position as of Q2 2018 after selling out during the quarter.
Advocacy Wealth Management Services sold 474 Public Storage Depositary Shares Each Representing 1/1,000 of a 5.40% Cumulative Preferred Share of shares in Q2 2018, an estimated $12K.
Advocacy Wealth Management Services first reported a position in Public Storage Depositary Shares Each Representing 1/1,000 of a 5.40% Cumulative Preferred Share of in Q3 2017 and held it in 3 quarters.
Advocacy Wealth Management Services's Public Storage Depositary Shares Each Representing 1/1,000 of a 5.40% Cumulative Preferred Share of position peaked at $13K in Q3 2017.
3 funds tracked by Wall St. Rank held Public Storage Depositary Shares Each Representing 1/1,000 of a 5.40% Cumulative Preferred Share of as of Q2 2018.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2018, filed 9 Jul 2018.