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Bradley Foster & Sargent’s Public Storage PSA Stock Holding History

Bradley Foster & Sargent’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
-1,407
Closed -$294K – 356
2017
Q4 		$294K Hold
1,407
– – 0.01% 312
2017
Q3 		$301K Buy
+1,407
New +$291K 0.01% 308

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 $3.38T AUM 44.17% 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

Bradley Foster & Sargent's PSA Position: Q1 2018 in Review

Bradley Foster & Sargent sold out of Public Storage (PSA) in Q1 2018, closing a stake of 1,407 shares — an estimated $294K sold.

Bradley Foster & Sargent first reported a position in PSA in Q3 2017 and held it in 2 quarters. The position peaked at $301K in Q3 2017. 679 funds tracked by Wall St. Rank hold PSA as of Q1 2018.

  • Bradley Foster & Sargent reported no remaining Public Storage position as of Q1 2018 after selling out during the quarter.
  • Bradley Foster & Sargent sold 1,407 Public Storage shares in Q1 2018, an estimated $294K.
  • Bradley Foster & Sargent first reported a position in Public Storage in Q3 2017 and held it in 2 quarters.
  • Bradley Foster & Sargent's Public Storage position peaked at $301K in Q3 2017.
  • 679 funds tracked by Wall St. Rank held Public Storage as of Q1 2018.

Based on Bradley Foster & Sargent's 13F filing for Q1 2018, filed 7 May 2018.