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Boston Financial Management’s Public Storage PSA Stock Holding History

Boston Financial Management’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
2018
Q1 		– Sell
-5,536
Closed -$1.16M – 270
2017
Q4 		$1.16M Sell
5,536
-636
-10% -$134K 0.08% 161
2017
Q3 		$1.32M Sell
6,172
-1,417
-19% -$293K 0.09% 155
2017
Q2 		$1.58M Sell
7,589
-643
-8% -$138K 0.11% 153
2017
Q1 		$1.8M Sell
8,232
-92
-1% -$20.4K 0.13% 150
2016
Q4 		$1.86M Sell
8,324
-8,470
-50% -$1.8M 0.15% 155
2016
Q3 		$3.75M Sell
16,794
-1,124
-6% -$262K 0.31% 114
2016
Q2 		$4.58M Buy
17,918
+119
+0.7% +$30.5K 0.37% 102
2016
Q1 		$4.91M Sell
17,799
-1,428
-7% -$360K 0.74% 51
2015
Q4 		$4.76M Sell
19,227
-696
-3% -$163K 0.68% 55
2015
Q3 		$4.22M Sell
19,923
-247
-1% -$50.3K 0.6% 62
2015
Q2 		$3.72M Sell
20,170
-756
-4% -$145K 0.48% 71
2015
Q1 		$4.13M Sell
20,926
-562
-3% -$111K 0.52% 65
2014
Q4 		$3.97M Buy
21,488
+207
+1% +$37.5K 0.5% 70
2014
Q3 		$3.53M Buy
21,281
+397
+2% +$68.2K 0.46% 71
2014
Q2 		$3.58M Sell
20,884
-148
-0.7% -$25.4K 0.47% 65
2014
Q1 		$3.54M Buy
21,032
+124
+0.6% +$20.1K 0.47% 67
2013
Q4 		$3.15M Buy
20,908
+525
+3% +$83.9K 0.43% 72
2013
Q3 		$3.27M Buy
20,383
+350
+2% +$55.4K 0.49% 65
2013
Q2 		$3.07M Buy
+20,033
New +$3.16M 0.47% 64

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Boston Financial Management's PSA Position: Q1 2018 in Review

Boston Financial Management sold out of Public Storage (PSA) in Q1 2018, closing a stake of 5,536 shares — an estimated $1.16M sold.

Boston Financial Management first reported a position in PSA in Q2 2013 and held it in 19 quarters. The position peaked at $4.91M in Q1 2016. 679 funds tracked by Wall St. Rank hold PSA as of Q1 2018.

  • Boston Financial Management reported no remaining Public Storage position as of Q1 2018 after selling out during the quarter.
  • Boston Financial Management sold 5,536 Public Storage shares in Q1 2018, an estimated $1.16M.
  • Boston Financial Management first reported a position in Public Storage in Q2 2013 and held it in 19 quarters.
  • Boston Financial Management's Public Storage position peaked at $4.91M in Q1 2016.
  • 679 funds tracked by Wall St. Rank held Public Storage as of Q1 2018.

Based on Boston Financial Management's 13F filing for Q1 2018, filed 25 Apr 2018.