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Appleton Partners’s Public Storage PSA Stock Holding History

Appleton Partners’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
-950
Closed -$216K – 263
2018
Q2 		$216K Sell
950
-467
-33% -$97.2K 0.03% 250
2018
Q1 		$284K Sell
1,417
-33
-2% -$6.43K 0.04% 221
2017
Q4 		$303K Buy
+1,450
New +$306K 0.05% 216
2016
Q4 		– Sell
-985
Closed -$220K – 213
2016
Q3 		$220K Sell
985
-633
-39% -$148K 0.04% 197
2016
Q2 		$414K Sell
1,618
-1,027
-39% -$264K 0.08% 151
2016
Q1 		$730K Buy
2,645
+505
+24% +$127K 0.14% 117
2015
Q4 		$530K Buy
+2,140
New +$501K 0.1% 145

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Appleton Partners's PSA Position: Q3 2018 in Review

Appleton Partners sold out of Public Storage (PSA) in Q3 2018, closing a stake of 950 shares — an estimated $216K sold.

Appleton Partners first reported a position in PSA in Q4 2015 and held it in 7 quarters. The position peaked at $730K in Q1 2016. 683 funds tracked by Wall St. Rank hold PSA as of Q3 2018.

  • Appleton Partners reported no remaining Public Storage position as of Q3 2018 after selling out during the quarter.
  • Appleton Partners sold 950 Public Storage shares in Q3 2018, an estimated $216K.
  • Appleton Partners first reported a position in Public Storage in Q4 2015 and held it in 7 quarters.
  • Appleton Partners's Public Storage position peaked at $730K in Q1 2016.
  • 683 funds tracked by Wall St. Rank held Public Storage as of Q3 2018.

Based on Appleton Partners's 13F filing for Q3 2018, filed 9 Oct 2018.