Bar Harbor Wealth Management’s Public Storage PSA Stock Holding History

Bar Harbor Wealth Management’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
2019 Q4	–	Sell	-2,053	Closed	-$504K	–	299
2019 Q3	$504K	Buy	2,053 +824	+67%	+$207K	0.06%	200
2019 Q2	$293K	Buy	+1,229	New	+$282K	0.03%	255
2017 Q3	–	Sell	-1,161	Closed	-$242K	–	312
2017 Q2	$242K	Hold	1,161	–	–	0.03%	276
2017 Q1	$254K	Hold	1,161	–	–	0.03%	285
2016 Q4	$259K	Buy	+1,161	New	+$247K	0.03%	311

Other funds holding PSA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bar Harbor Wealth Management's PSA Position: Q4 2019 in Review

Bar Harbor Wealth Management sold out of Public Storage (PSA) in Q4 2019, closing a stake of 2,053 shares — an estimated $504K sold.

Bar Harbor Wealth Management first reported a position in PSA in Q4 2016 and held it in 5 quarters. The position peaked at $504K in Q3 2019. 756 funds tracked by Wall St. Rank hold PSA as of Q4 2019.

Bar Harbor Wealth Management reported no remaining Public Storage position as of Q4 2019 after selling out during the quarter.
Bar Harbor Wealth Management sold 2,053 Public Storage shares in Q4 2019, an estimated $504K.
Bar Harbor Wealth Management first reported a position in Public Storage in Q4 2016 and held it in 5 quarters.
Bar Harbor Wealth Management's Public Storage position peaked at $504K in Q3 2019.
756 funds tracked by Wall St. Rank held Public Storage as of Q4 2019.

Based on Bar Harbor Wealth Management's 13F filing for Q4 2019, filed 11 Feb 2020.