BRC
PSA.PRV.CL

Bell Rock Capital’s PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of PSA.PRV.CL Stock Holding History

Bell Rock Capital’s Portfolio PSA.PRV.CL Stock Details PSA.PRV.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-5,312
Closed -$134K – 368
2019
Q4 		$134K Hold
5,312
– – 0.12% 136
2019
Q3 		$134K Hold
5,312
– – 0.12% 130
2019
Q2 		$132K Buy
5,312
+7
+0.1% +$176 0.12% 135
2019
Q1 		$132K Hold
5,305
– – 0.08% 163
2018
Q4 		$120K Hold
5,305
– – 0.08% 161
2018
Q3 		$129K Hold
5,305
– – 0.06% 170
2018
Q2 		$133K Hold
5,305
– – 0.07% 164
2018
Q1 		$132K Hold
5,305
– – 0.07% 164
2017
Q4 		$134K Hold
5,305
– – 0.07% 159
2017
Q3 		$134K Hold
5,305
– – 0.08% 162
2017
Q2 		$134K Hold
5,305
– – 0.08% 151
2017
Q1 		$130K Hold
5,305
– – 0.12% 104
2016
Q4 		$119K Buy
+5,305
New +$128K 0.13% 111

Other funds holding PSA.PRV.CL

CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AWM
Altavista Wealth Management Asheville, North Carolina $496M AUM 20.88% 1-Year Est. Return
CS
Capital Square Chattanooga, Tennessee $217M AUM 13.95% 1-Year Est. Return
SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return
RCA
Ranch Capital Advisors Sarasota, Florida $277M AUM 22.08% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Bell Rock Capital sold out of PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of (PSA.PRV.CL) in Q1 2020, closing a stake of 5,312 shares — an estimated $134K sold.

Bell Rock Capital first reported a position in PSA.PRV.CL in Q4 2016 and held it in 13 quarters. The position peaked at $134K in Q4 2019. 6 funds tracked by Wall St. Rank hold PSA.PRV.CL as of Q1 2020.

  • Bell Rock Capital reported no remaining PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of position as of Q1 2020 after selling out during the quarter.
  • Bell Rock Capital sold 5,312 PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of shares in Q1 2020, an estimated $134K.
  • Bell Rock Capital first reported a position in PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of in Q4 2016 and held it in 13 quarters.
  • Bell Rock Capital's PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of position peaked at $134K in Q4 2019.
  • 6 funds tracked by Wall St. Rank held PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of as of Q1 2020.

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