AP
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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

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Fidelity Investments
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AAMU
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return