Apriem Advisors’s Public Storage PSA Stock Holding History

Apriem 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
2017 Q2	–	Sell	-16	Closed	-$4K	–	440
2017 Q1	$4K	Hold	16	–	–	﹤0.01%	520
2016 Q4	$4K	Buy	+16	New	+$3.4K	﹤0.01%	541

Other funds holding PSA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Apriem Advisors's PSA Position: Q2 2017 in Review

Apriem Advisors sold out of Public Storage (PSA) in Q2 2017, closing a stake of 16 shares — an estimated $4K sold.

Apriem Advisors first reported a position in PSA in Q4 2016 and held it in 2 quarters. The position peaked at $4K in Q1 2017. 628 funds tracked by Wall St. Rank hold PSA as of Q2 2017.

Apriem Advisors reported no remaining Public Storage position as of Q2 2017 after selling out during the quarter.
Apriem Advisors sold 16 Public Storage shares in Q2 2017, an estimated $4K.
Apriem Advisors first reported a position in Public Storage in Q4 2016 and held it in 2 quarters.
Apriem Advisors's Public Storage position peaked at $4K in Q1 2017.
628 funds tracked by Wall St. Rank held Public Storage as of Q2 2017.

Based on Apriem Advisors's 13F filing for Q2 2017, filed 4 Aug 2017.