Advocacy Wealth Management Services’s Public Storage PSA.PRD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-462	Closed	-$11K	–	206
2018 Q1	$11K	Sell	462 -48	-9%	-$1.14K	0.01%	134
2017 Q4	$13K	Hold	510	–	–	0.01%	142
2017 Q3	$13K	Buy	+510	New	+$12.7K	0.01%	170

Other funds holding PSA.PRD

BRC

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

PCG

Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return

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

Advocacy Wealth Management Services sold out of Public Storage (PSA.PRD) in Q2 2018, closing a stake of 462 shares — an estimated $11K sold.

Advocacy Wealth Management Services first reported a position in PSA.PRD in Q3 2017 and held it in 3 quarters. The position peaked at $13K in Q4 2017. 2 funds tracked by Wall St. Rank hold PSA.PRD as of Q2 2018.

Advocacy Wealth Management Services reported no remaining Public Storage position as of Q2 2018 after selling out during the quarter.
Advocacy Wealth Management Services sold 462 Public Storage shares in Q2 2018, an estimated $11K.
Advocacy Wealth Management Services first reported a position in Public Storage in Q3 2017 and held it in 3 quarters.
Advocacy Wealth Management Services's Public Storage position peaked at $13K in Q4 2017.
2 funds tracked by Wall St. Rank held Public Storage as of Q2 2018.

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