BRC
PSA.PRW

Bell Rock Capital’s Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of PSA.PRW Stock Holding History

Bell Rock Capital’s Portfolio PSA.PRW Stock Details PSA.PRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-3,685
Closed -$94K – 366
2019
Q4 		$94K Buy
3,685
+22
+0.6% +$557 0.08% 166
2019
Q3 		$92K Buy
3,663
+21
+0.6% +$530 0.08% 158
2019
Q2 		$91K Buy
3,642
+22
+0.6% +$550 0.08% 157
2019
Q1 		$89K Buy
3,620
+14
+0.4% +$333 0.05% 180
2018
Q4 		$79K Buy
3,606
+16
+0.4% +$356 0.05% 193
2018
Q3 		$86K Buy
3,590
+29
+0.8% +$713 0.04% 209
2018
Q2 		$88K Buy
3,561
+14
+0.4% +$336 0.04% 201
2018
Q1 		$86K Hold
3,547
– – 0.05% 204
2017
Q4 		$88K Buy
3,547
+13
+0.4% +$328 0.05% 195
2017
Q3 		$89K Sell
3,534
-286
-7% -$7.24K 0.05% 193
2017
Q2 		$97K Buy
3,820
+2,813
+279% +$70.9K 0.06% 176
2017
Q1 		$25K Buy
1,007
+721
+252% +$17.6K 0.02% 240
2016
Q4 		$7K Buy
+286
New +$6.92K 0.01% 308

Other funds holding PSA.PRW

AAM
AR Asset Management West Hollywood, California $517M AUM 18.31% 1-Year Est. Return
CS
Capital Square Chattanooga, Tennessee $217M AUM 13.95% 1-Year Est. Return
HB
Horizon Bancorp Michigan City, Indiana $208M AUM 11.11% 1-Year Est. Return
SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return
FRA
Front Row Advisors Tiburon, California $296M AUM 34.73% 1-Year Est. Return

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

Bell Rock Capital sold out of Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of (PSA.PRW) in Q1 2020, closing a stake of 3,685 shares — an estimated $94K sold.

Bell Rock Capital first reported a position in PSA.PRW in Q4 2016 and held it in 13 quarters. The position peaked at $97K in Q2 2017. 5 funds tracked by Wall St. Rank hold PSA.PRW as of Q1 2020.

  • Bell Rock Capital reported no remaining Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of position as of Q1 2020 after selling out during the quarter.
  • Bell Rock Capital sold 3,685 Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of shares in Q1 2020, an estimated $94K.
  • Bell Rock Capital first reported a position in Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% 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 5.20% Cumulative Preferred Share of position peaked at $97K in Q2 2017.
  • 5 funds tracked by Wall St. Rank held Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of as of Q1 2020.

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