Bell Rock Capital’s Public Storage Depositary Shares Each Representing 1/1000 of a 5.125% Cumulative Preferred Share of PSA.PRC Stock Holding History

Bell Rock Capital’s Portfolio PSA.PRC Stock Details PSA.PRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-1,479	Closed	-$38K	–	380
2019 Q4	$38K	Buy	1,479 +18	+1%	+$465	0.03%	236
2019 Q3	$38K	Buy	1,461 +18	+1%	+$465	0.03%	223
2019 Q2	$36K	Buy	1,443 +18	+1%	+$451	0.03%	227
2019 Q1	$35K	Buy	1,425 +18	+1%	+$423	0.02%	259
2018 Q4	$30K	Buy	1,407 +21	+2%	+$467	0.02%	266
2018 Q3	$33K	Buy	1,386 +36	+3%	+$892	0.02%	272
2018 Q2	$34K	Buy	1,350 +17	+1%	+$420	0.02%	280
2018 Q1	$33K	Hold	1,333	–	–	0.02%	277
2017 Q4	$34K	Buy	1,333 +17	+1%	+$434	0.02%	268
2017 Q3	$34K	Buy	+1,316	New	+$33.4K	0.02%	259

Other funds holding PSA.PRC

ECM

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

SIM

Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Bell Rock Capital's PSA.PRC Position: Q1 2020 in Review

Bell Rock Capital sold out of Public Storage Depositary Shares Each Representing 1/1000 of a 5.125% Cumulative Preferred Share of (PSA.PRC) in Q1 2020, closing a stake of 1,479 shares — an estimated $38K sold.

Bell Rock Capital first reported a position in PSA.PRC in Q3 2017 and held it in 10 quarters. The position peaked at $38K in Q4 2019. 4 funds tracked by Wall St. Rank hold PSA.PRC as of Q1 2020.

Bell Rock Capital reported no remaining Public Storage Depositary Shares Each Representing 1/1000 of a 5.125% Cumulative Preferred Share of position as of Q1 2020 after selling out during the quarter.
Bell Rock Capital sold 1,479 Public Storage Depositary Shares Each Representing 1/1000 of a 5.125% Cumulative Preferred Share of shares in Q1 2020, an estimated $38K.
Bell Rock Capital first reported a position in Public Storage Depositary Shares Each Representing 1/1000 of a 5.125% Cumulative Preferred Share of in Q3 2017 and held it in 10 quarters.
Bell Rock Capital's Public Storage Depositary Shares Each Representing 1/1000 of a 5.125% Cumulative Preferred Share of position peaked at $38K in Q4 2019.
4 funds tracked by Wall St. Rank held Public Storage Depositary Shares Each Representing 1/1000 of a 5.125% Cumulative Preferred Share of as of Q1 2020.

Based on Bell Rock Capital's 13F filing for Q1 2020, filed 7 May 2020.