Baird’s Public Storage PSA Stock Holding History

Baird’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 Q1	$1.24M	Sell	6,300 -6,254	-50%	-$1.24M	0.01%	693
2014 Q4	$2.32M	Buy	12,554 +7,730	+160%	+$1.4M	0.02%	511
2014 Q3	$800K	Hold	4,824	–	–	0.01%	721
2014 Q2	$827K	Sell	4,824 -300	-6%	-$51.4K	0.01%	729
2014 Q1	$863K	Sell	5,124 -263	-5%	-$42.6K	0.01%	672
2013 Q4	$811K	Buy	5,387 +63	+1%	+$10.1K	0.01%	681
2013 Q3	$855K	Hold	5,324	–	–	0.02%	631
2013 Q2	$816K	Buy	+5,324	New	+$839K	0.02%	620

Other funds holding PSA

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird's PSA Position: Q1 2015 in Review

Baird reduced its Public Storage (PSA) stake by 50% in Q1 2015, selling an estimated $1.24M and leaving 6,300 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #693.

Baird first reported a position in PSA in Q2 2013 and has held it in 8 quarters since. The position peaked at $2.32M in Q4 2014. 510 funds tracked by Wall St. Rank hold PSA as of Q1 2015.

Baird held 6,300 shares of Public Storage worth $1.24M as of Q1 2015.
Baird sold 6,254 Public Storage shares in Q1 2015, an estimated $1.24M.
Public Storage made up 0.01% of Baird's portfolio in Q1 2015, its #693 holding.
Baird first reported a position in Public Storage in Q2 2013 and has held it in 8 quarters since.
Baird's Public Storage position peaked at $2.32M in Q4 2014.
510 funds tracked by Wall St. Rank held Public Storage as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.