Anchor Capital Advisors’s Public Storage PSA Stock Holding History

Anchor Capital 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
2018 Q3	–	Sell	-1,195	Closed	-$271K	–	280
2018 Q2	$271K	Sell	1,195 -295	-20%	-$61.4K	0.01%	256
2018 Q1	$299K	Hold	1,490	–	–	0.01%	276
2017 Q4	$311K	Buy	1,490 +60	+4%	+$12.7K	0.01%	237
2017 Q3	$306K	Hold	1,430	–	–	0.01%	231
2017 Q2	$298K	Hold	1,430	–	–	0.01%	235
2017 Q1	$313K	Hold	1,430	–	–	0.01%	236
2016 Q4	$320K	Buy	+1,430	New	+$304K	0.01%	238
2015 Q3	–	Sell	-1,265	Closed	-$233K	–	289
2015 Q2	$233K	Sell	1,265 -300	-19%	-$57.5K	0.01%	273
2015 Q1	$309K	Hold	1,565	–	–	0.01%	257
2014 Q4	$289K	Sell	1,565 -50	-3%	-$9.05K	0.01%	278
2014 Q3	$268K	Buy	1,615 +15	+0.9%	+$2.58K	0.01%	288
2014 Q2	$274K	Hold	1,600	–	–	0.01%	291
2014 Q1	$270K	Hold	1,600	–	–	0.01%	283
2013 Q4	$241K	Hold	1,600	–	–	﹤0.01%	286
2013 Q3	$257K	Sell	1,600 -100	-6%	-$15.8K	0.01%	282
2013 Q2	$261K	Buy	+1,700	New	+$268K	0.01%	272

Other funds holding PSA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Anchor Capital Advisors's PSA Position: Q3 2018 in Review

Anchor Capital Advisors sold out of Public Storage (PSA) in Q3 2018, closing a stake of 1,195 shares — an estimated $271K sold.

Anchor Capital Advisors first reported a position in PSA in Q2 2013 and held it in 16 quarters. The position peaked at $320K in Q4 2016. 683 funds tracked by Wall St. Rank hold PSA as of Q3 2018.

Anchor Capital Advisors reported no remaining Public Storage position as of Q3 2018 after selling out during the quarter.
Anchor Capital Advisors sold 1,195 Public Storage shares in Q3 2018, an estimated $271K.
Anchor Capital Advisors first reported a position in Public Storage in Q2 2013 and held it in 16 quarters.
Anchor Capital Advisors's Public Storage position peaked at $320K in Q4 2016.
683 funds tracked by Wall St. Rank held Public Storage as of Q3 2018.

Based on Anchor Capital Advisors's 13F filing for Q3 2018, filed 31 Oct 2018.