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Bellwether Investment Group’s Public Storage PSA Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-48
Closed -$11K – 480
2017
Q1 		$11K Hold
48
– – 0.03% 466
2016
Q4 		$11K Buy
+48
New +$10.2K 0.01% 619
2016
Q2 		$12K Buy
+48
New +$12.3K 0.01% 385

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bellwether Investment Group's PSA Position: Q2 2017 in Review

Bellwether Investment Group sold out of Public Storage (PSA) in Q2 2017, closing a stake of 48 shares — an estimated $11K sold.

Bellwether Investment Group first reported a position in PSA in Q2 2016 and held it in 3 quarters. The position peaked at $12K in Q2 2016. 628 funds tracked by Wall St. Rank hold PSA as of Q2 2017.

  • Bellwether Investment Group reported no remaining Public Storage position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 48 Public Storage shares in Q2 2017, an estimated $11K.
  • Bellwether Investment Group first reported a position in Public Storage in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Public Storage position peaked at $12K in Q2 2016.
  • 628 funds tracked by Wall St. Rank held Public Storage as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.