Alpha Cubed Investments’s Public Storage PSA Stock Holding History

Alpha Cubed Investments’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
2015 Q2	–	Sell	-2,444	Closed	-$482K	–	192
2015 Q1	$482K	Sell	2,444 -846	-26%	-$168K	0.15%	116
2014 Q4	$608K	Sell	3,290 -154	-4%	-$27.9K	0.24%	93
2014 Q3	$571K	Sell	3,444 -51	-1%	-$8.77K	0.27%	96
2014 Q2	$599K	Sell	3,495 -306	-8%	-$52.5K	0.27%	107
2014 Q1	$640K	Sell	3,801 -284	-7%	-$46K	0.33%	95
2013 Q4	$615K	Buy	+4,085	New	+$653K	0.22%	133

Other funds holding PSA

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

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

Alpha Cubed Investments's PSA Position: Q2 2015 in Review

Alpha Cubed Investments sold out of Public Storage (PSA) in Q2 2015, closing a stake of 2,444 shares — an estimated $482K sold.

Alpha Cubed Investments first reported a position in PSA in Q4 2013 and held it in 6 quarters. The position peaked at $640K in Q1 2014. 517 funds tracked by Wall St. Rank hold PSA as of Q2 2015.

Alpha Cubed Investments reported no remaining Public Storage position as of Q2 2015 after selling out during the quarter.
Alpha Cubed Investments sold 2,444 Public Storage shares in Q2 2015, an estimated $482K.
Alpha Cubed Investments first reported a position in Public Storage in Q4 2013 and held it in 6 quarters.
Alpha Cubed Investments's Public Storage position peaked at $640K in Q1 2014.
517 funds tracked by Wall St. Rank held Public Storage as of Q2 2015.

Based on Alpha Cubed Investments's 13F filing for Q2 2015, filed 3 Aug 2015.