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Boston Advisors’s Public Storage PSA Stock Holding History

Boston Advisors’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
2016
Q4 		– Sell
-1,765
Closed -$394K – 664
2016
Q3 		$394K Buy
1,765
+35
+2% +$8.17K 0.01% 560
2016
Q2 		$442K Sell
1,730
-3,359
-66% -$862K 0.01% 511
2016
Q1 		$1.4M Sell
5,089
-3,089
-38% -$779K 0.03% 285
2015
Q4 		$2.03M Sell
8,178
-560
-6% -$131K 0.05% 263
2015
Q3 		$1.85M Buy
+8,738
New +$1.78M 0.07% 288

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Boston Advisors's PSA Position: Q4 2016 in Review

Boston Advisors sold out of Public Storage (PSA) in Q4 2016, closing a stake of 1,765 shares — an estimated $394K sold.

Boston Advisors first reported a position in PSA in Q3 2015 and held it in 5 quarters. The position peaked at $2.03M in Q4 2015. 621 funds tracked by Wall St. Rank hold PSA as of Q4 2016.

  • Boston Advisors reported no remaining Public Storage position as of Q4 2016 after selling out during the quarter.
  • Boston Advisors sold 1,765 Public Storage shares in Q4 2016, an estimated $394K.
  • Boston Advisors first reported a position in Public Storage in Q3 2015 and held it in 5 quarters.
  • Boston Advisors's Public Storage position peaked at $2.03M in Q4 2015.
  • 621 funds tracked by Wall St. Rank held Public Storage as of Q4 2016.

Based on Boston Advisors's 13F filing for Q4 2016, filed 25 Jan 2017.