Asset Dedication LLC’s Public Storage PSA.PRT.CL Stock Holding History

Asset Dedication LLC’s Portfolio PSA.PRT.CL Stock Details PSA.PRT.CL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-800	Closed	-$21K	–	752
2015 Q4	$21K	Buy	+800	New	+$20.5K	0.01%	320

Other funds holding PSA.PRT.CL

Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return

Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

EII Capital Management New York $774K AUM 22.41% 1-Year Est. Return

MYCIO Wealth Partners Philadelphia, Pennsylvania $502M AUM 11.65% 1-Year Est. Return