AWM
PSA.PRV.CL

Altavista Wealth Management’s PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of PSA.PRV.CL Stock Holding History

Altavista Wealth Management’s Portfolio PSA.PRV.CL Stock Details PSA.PRV.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-13,190
Closed -$330K – 175
2020
Q2 		$330K Hold
13,190
– – 0.1% 127
2020
Q1 		$318K Sell
13,190
-821
-6% -$20.5K 0.11% 123
2019
Q4 		$353K Buy
14,011
+1,050
+8% +$26.6K 0.11% 127
2019
Q3 		$327K Buy
12,961
+571
+5% +$14.5K 0.1% 131
2019
Q2 		$309K Hold
12,390
– – 0.1% 125
2019
Q1 		$307K Sell
12,390
-7,985
-39% -$194K 0.11% 121
2018
Q4 		$460K Sell
20,375
-400
-2% -$9.13K 0.19% 96
2018
Q3 		$504K Hold
20,775
– – 0.19% 95
2018
Q2 		$520K Hold
20,775
– – 0.21% 92
2018
Q1 		$518K Buy
20,775
+700
+3% +$17.3K 0.22% 88
2017
Q4 		$506K Buy
20,075
+1,355
+7% +$34.1K 0.21% 88
2017
Q3 		$474K Hold
18,720
– – 0.23% 84
2017
Q2 		$473K Buy
18,720
+2,500
+15% +$62.8K 0.24% 83
2017
Q1 		$399K Buy
16,220
+3,265
+25% +$78.7K 0.2% 86
2016
Q4 		$293K Buy
12,955
+3,300
+34% +$79.5K 0.16% 106
2016
Q3 		$246K Buy
+9,655
New +$251K 0.13% 116

Altavista Wealth Management's PSA.PRV.CL Position: Q3 2020 in Review

Altavista Wealth Management sold out of PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of (PSA.PRV.CL) in Q3 2020, closing a stake of 13,190 shares — an estimated $330K sold.

Altavista Wealth Management first reported a position in PSA.PRV.CL in Q3 2016 and held it in 16 quarters. The position peaked at $520K in Q2 2018. 0 funds tracked by Wall St. Rank hold PSA.PRV.CL as of Q3 2020.

  • Altavista Wealth Management reported no remaining PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of position as of Q3 2020 after selling out during the quarter.
  • Altavista Wealth Management sold 13,190 PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of shares in Q3 2020, an estimated $330K.
  • Altavista Wealth Management first reported a position in PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of in Q3 2016 and held it in 16 quarters.
  • Altavista Wealth Management's PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of position peaked at $520K in Q2 2018.
  • 0 funds tracked by Wall St. Rank held PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of as of Q3 2020.

Based on Altavista Wealth Management's 13F filing for Q3 2020, filed 16 Nov 2020.