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Alera Investment Advisors’s Public Storage PSA Stock Holding History

Alera Investment Advisors’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
Q2 		– Sell
-273
Closed -$59K – 772
2019
Q1 		$59K Sell
273
-178
-39% -$37.3K 0.03% 144
2018
Q4 		$91K Buy
+451
New +$92.1K 0.06% 126

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Alera Investment Advisors's PSA Position: Q2 2019 in Review

Alera Investment Advisors sold out of Public Storage (PSA) in Q2 2019, closing a stake of 273 shares — an estimated $59K sold.

Alera Investment Advisors first reported a position in PSA in Q4 2018 and held it in 2 quarters. The position peaked at $91K in Q4 2018. 699 funds tracked by Wall St. Rank hold PSA as of Q2 2019.

  • Alera Investment Advisors reported no remaining Public Storage position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 273 Public Storage shares in Q2 2019, an estimated $59K.
  • Alera Investment Advisors first reported a position in Public Storage in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Public Storage position peaked at $91K in Q4 2018.
  • 699 funds tracked by Wall St. Rank held Public Storage as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.