Apriem Advisors’s Public Storage Depositary Shares Each Representing 1/1,000 of a 5.40% Cumulative Preferred Share of PSA.PRB Stock Holding History

Apriem Advisors’s Portfolio PSA.PRB Stock Details PSA.PRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-1,000	Closed	-$25K	–	420
2018 Q2	$25K	Buy	+1,000	New	+$25.2K	0.01%	323
2017 Q2	–	Sell	-1,400	Closed	-$34K	–	603
2017 Q1	$34K	Hold	1,400	–	–	0.01%	276
2016 Q4	$32K	Sell	1,400 -1,000	-42%	-$24.3K	0.01%	283
2016 Q3	$63K	Hold	2,400	–	–	0.02%	204
2016 Q2	$64K	Hold	2,400	–	–	0.02%	204
2016 Q1	$61K	Buy	+2,400	New	+$60.5K	0.02%	182

Other funds holding PSA.PRB

BRC

Bell Rock Capital Rehoboth Beach, Delaware $81M AUM 9.85% 1-Year Est. Return

Apriem Advisors's PSA.PRB Position: Q3 2018 in Review

Apriem Advisors sold out of Public Storage Depositary Shares Each Representing 1/1,000 of a 5.40% Cumulative Preferred Share of (PSA.PRB) in Q3 2018, closing a stake of 1,000 shares — an estimated $25K sold.

Apriem Advisors first reported a position in PSA.PRB in Q1 2016 and held it in 6 quarters. The position peaked at $64K in Q2 2016. 1 fund tracked by Wall St. Rank holds PSA.PRB as of Q3 2018.

Apriem Advisors reported no remaining Public Storage Depositary Shares Each Representing 1/1,000 of a 5.40% Cumulative Preferred Share of position as of Q3 2018 after selling out during the quarter.
Apriem Advisors sold 1,000 Public Storage Depositary Shares Each Representing 1/1,000 of a 5.40% Cumulative Preferred Share of shares in Q3 2018, an estimated $25K.
Apriem Advisors first reported a position in Public Storage Depositary Shares Each Representing 1/1,000 of a 5.40% Cumulative Preferred Share of in Q1 2016 and held it in 6 quarters.
Apriem Advisors's Public Storage Depositary Shares Each Representing 1/1,000 of a 5.40% Cumulative Preferred Share of position peaked at $64K in Q2 2016.
1 fund tracked by Wall St. Rank held Public Storage Depositary Shares Each Representing 1/1,000 of a 5.40% Cumulative Preferred Share of as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.