CapWealth Advisors’s Public Storage Depositary Shares Each Representing 1/1000 of a 5.625% Cumulative Preferred Share of PSA.PRU.CL Stock Holding History

CapWealth Advisors’s Portfolio PSA.PRU.CL Stock Details PSA.PRU.CL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-800	Closed	-$20K	–	283
2016 Q3	$20K	Hold	800	–	–	﹤0.01%	185
2016 Q2	$21K	Hold	800	–	–	0.01%	183
2016 Q1	$21K	Hold	800	–	–	0.01%	193
2015 Q4	$20K	Hold	800	–	–	﹤0.01%	165
2015 Q3	$20K	Hold	800	–	–	0.01%	161
2015 Q2	$19K	Hold	800	–	–	﹤0.01%	175
2015 Q1	$20K	Buy	+800	New	+$20.1K	﹤0.01%	182
2014 Q4	–	Sell	-800	Closed	-$19K	–	308
2014 Q3	$19K	Hold	800	–	–	﹤0.01%	192
2014 Q2	$19K	Hold	800	–	–	﹤0.01%	196
2014 Q1	$18K	Hold	800	–	–	﹤0.01%	201
2013 Q4	$16K	Hold	800	–	–	﹤0.01%	226
2013 Q3	$17K	Hold	800	–	–	﹤0.01%	256
2013 Q2	$19K	Buy	+800	New	+$20.3K	0.01%	237

Other funds holding PSA.PRU.CL

CIM Investment Management Pittsburgh, Pennsylvania $375M AUM 32.03% 1-Year Est. Return

Northstar Investment Advisors Denver, Colorado $755M AUM 37.8% 1-Year Est. Return

Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Bell Rock Capital Rehoboth Beach, Delaware $81M AUM 9.85% 1-Year Est. Return

Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return