AWS
PSA icon

Aris Wealth Services’s Public Storage PSA Stock Holding History

Aris Wealth Services’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
2015
Q3 		$4K Hold
19
– – 0.01% 291
2015
Q2 		$4K Hold
19
– – ﹤0.01% 431
2015
Q1 		$4K Buy
+19
New +$3.76K ﹤0.01% 425

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Aris Wealth Services's PSA Position: Q3 2015 in Review

Aris Wealth Services held its Public Storage (PSA) position steady in Q3 2015 at 19 shares worth $4K. The position accounts for 0.01% of the portfolio, ranked #291.

Aris Wealth Services first reported a position in PSA in Q1 2015 and has held it in 3 quarters since. 545 funds tracked by Wall St. Rank hold PSA as of Q3 2015.

  • Aris Wealth Services held 19 shares of Public Storage worth $4K as of Q3 2015.
  • Aris Wealth Services left its Public Storage share count unchanged in Q3 2015.
  • Public Storage made up 0.01% of Aris Wealth Services's portfolio in Q3 2015, its #291 holding.
  • Aris Wealth Services first reported a position in Public Storage in Q1 2015 and has held it in 3 quarters since.
  • 545 funds tracked by Wall St. Rank held Public Storage as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.