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Braun Stacey Associates’s Public Storage PSA Stock Holding History

Braun Stacey Associates’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
Q3 		– Sell
-2,265
Closed -$579K – 158
2016
Q2 		$579K Buy
2,265
+265
+13% +$68K 0.04% 120
2016
Q1 		$552K Hold
2,000
– – 0.04% 124
2015
Q4 		$495K Hold
2,000
– – 0.03% 119
2015
Q3 		$423K Sell
2,000
-600
-23% -$122K 0.03% 120
2015
Q2 		$479K Buy
2,600
+600
+30% +$115K 0.02% 237
2015
Q1 		$394K Buy
2,000
+200
+11% +$39.6K 0.02% 125
2014
Q4 		$333K Hold
1,800
– – 0.02% 134
2014
Q3 		$299K Hold
1,800
– – 0.02% 141
2014
Q2 		$308K Buy
1,800
+200
+13% +$34.3K 0.02% 136
2014
Q1 		$270K Buy
+1,600
New +$259K 0.02% 133

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $14.3B AUM 16.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Braun Stacey Associates's PSA Position: Q3 2016 in Review

Braun Stacey Associates sold out of Public Storage (PSA) in Q3 2016, closing a stake of 2,265 shares — an estimated $579K sold.

Braun Stacey Associates first reported a position in PSA in Q1 2014 and held it in 10 quarters. The position peaked at $579K in Q2 2016. 597 funds tracked by Wall St. Rank hold PSA as of Q3 2016.

  • Braun Stacey Associates reported no remaining Public Storage position as of Q3 2016 after selling out during the quarter.
  • Braun Stacey Associates sold 2,265 Public Storage shares in Q3 2016, an estimated $579K.
  • Braun Stacey Associates first reported a position in Public Storage in Q1 2014 and held it in 10 quarters.
  • Braun Stacey Associates's Public Storage position peaked at $579K in Q2 2016.
  • 597 funds tracked by Wall St. Rank held Public Storage as of Q3 2016.

Based on Braun Stacey Associates's 13F filing for Q3 2016, filed 29 Nov 2016.