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Atherton Lane Advisers’s Public Storage PSA Stock Holding History

Atherton Lane Advisers’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
Q4 		$3.36M Sell
13,562
-200
-1% -$46.8K 0.2% 69
2015
Q3 		$2.91M Sell
13,762
-1,042
-7% -$212K 0.18% 69
2015
Q2 		$2.73M Sell
14,804
-765
-5% -$147K 0.15% 71
2015
Q1 		$3.07M Sell
15,569
-245
-2% -$48.5K 0.17% 75
2014
Q4 		$2.92M Sell
15,814
-25
-0.2% -$4.53K 0.16% 75
2014
Q3 		$2.63M Buy
15,839
+1,984
+14% +$341K 0.15% 80
2014
Q2 		$2.37M Buy
+13,855
New +$2.38M 0.13% 80

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 $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Atherton Lane Advisers's PSA Position: Q4 2015 in Review

Atherton Lane Advisers reduced its Public Storage (PSA) stake by 1.5% in Q4 2015, selling an estimated $46.8K and leaving 13,562 shares worth $3.36M. The position accounts for 0.2% of the portfolio, ranked #69.

Atherton Lane Advisers first reported a position in PSA in Q2 2014 and has held it in 7 quarters since. 564 funds tracked by Wall St. Rank hold PSA as of Q4 2015.

  • Atherton Lane Advisers held 13,562 shares of Public Storage worth $3.36M as of Q4 2015.
  • Atherton Lane Advisers sold 200 Public Storage shares in Q4 2015, an estimated $46.8K.
  • Public Storage made up 0.2% of Atherton Lane Advisers's portfolio in Q4 2015, its #69 holding.
  • Atherton Lane Advisers first reported a position in Public Storage in Q2 2014 and has held it in 7 quarters since.
  • 564 funds tracked by Wall St. Rank held Public Storage as of Q4 2015.

Based on Atherton Lane Advisers's 13F filing for Q4 2015, filed 16 Feb 2016.