Bridgeworth’s Public Storage PSA Stock Holding History

Bridgeworth’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 Q3	–	Sell	-300	Closed	-$68K	–	432
2018 Q2	$68K	Buy	+300	New	+$62.5K	0.03%	241

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AAMU

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Bridgeworth's PSA Position: Q3 2018 in Review

Bridgeworth sold out of Public Storage (PSA) in Q3 2018, closing a stake of 300 shares — an estimated $68K sold.

Bridgeworth first reported a position in PSA in Q2 2018 and held it in 1 quarter. The position peaked at $68K in Q2 2018. 683 funds tracked by Wall St. Rank hold PSA as of Q3 2018.

Bridgeworth reported no remaining Public Storage position as of Q3 2018 after selling out during the quarter.
Bridgeworth sold 300 Public Storage shares in Q3 2018, an estimated $68K.
Bridgeworth first reported a position in Public Storage in Q2 2018 and held it in 1 quarter.
Bridgeworth's Public Storage position peaked at $68K in Q2 2018.
683 funds tracked by Wall St. Rank held Public Storage as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.