Brand Asset Management Group’s Public Storage PSA Stock Holding History

Brand Asset Management 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
2020 Q1	–	Sell	-692	Closed	-$147K	–	305
2019 Q4	$147K	Sell	692 -38	-5%	-$8.43K	0.09%	77
2019 Q3	$179K	Sell	730 -77	-10%	-$19.3K	0.12%	70
2019 Q2	$192K	Sell	807 -109	-12%	-$25K	0.13%	64
2019 Q1	$199K	Sell	916 -224	-20%	-$46.9K	0.14%	62
2018 Q4	$231K	Buy	1,140 +116	+11%	+$23.7K	0.18%	55
2018 Q3	$206K	Buy	+1,024	New	+$221K	0.15%	58

Other funds holding PSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Brand Asset Management Group's PSA Position: Q1 2020 in Review

Brand Asset Management Group sold out of Public Storage (PSA) in Q1 2020, closing a stake of 692 shares — an estimated $147K sold.

Brand Asset Management Group first reported a position in PSA in Q3 2018 and held it in 6 quarters. The position peaked at $231K in Q4 2018. 722 funds tracked by Wall St. Rank hold PSA as of Q1 2020.

Brand Asset Management Group reported no remaining Public Storage position as of Q1 2020 after selling out during the quarter.
Brand Asset Management Group sold 692 Public Storage shares in Q1 2020, an estimated $147K.
Brand Asset Management Group first reported a position in Public Storage in Q3 2018 and held it in 6 quarters.
Brand Asset Management Group's Public Storage position peaked at $231K in Q4 2018.
722 funds tracked by Wall St. Rank held Public Storage as of Q1 2020.

Based on Brand Asset Management Group's 13F filing for Q1 2020, filed 23 Apr 2020.