Catawba Capital Management’s Public Storage PSA Stock Holding History

Catawba Capital Management’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 Q2	$282K	Hold	1,241	–	–	0.07%	174
2018 Q1	$249K	Sell	1,241 -375	-23%	-$73.1K	0.06%	189
2017 Q4	$338K	Hold	1,616	–	–	0.08%	166
2017 Q3	$346K	Buy	1,616 +375	+30%	+$77.5K	0.08%	169
2017 Q2	$259K	Hold	1,241	–	–	0.06%	195
2017 Q1	$272K	Hold	1,241	–	–	0.06%	214
2016 Q4	$277K	Hold	1,241	–	–	0.06%	205
2016 Q3	$277K	Hold	1,241	–	–	0.07%	197
2016 Q2	$317K	Buy	+1,241	New	+$319K	0.08%	178

Other funds holding PSA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Catawba Capital Management's PSA Position: Q2 2018 in Review

Catawba Capital Management held its Public Storage (PSA) position steady in Q2 2018 at 1,241 shares worth $282K. The position accounts for 0.07% of the portfolio, ranked #174.

Catawba Capital Management first reported a position in PSA in Q2 2016 and has held it in 9 quarters since. The position peaked at $346K in Q3 2017. 692 funds tracked by Wall St. Rank hold PSA as of Q2 2018.

Catawba Capital Management held 1,241 shares of Public Storage worth $282K as of Q2 2018.
Catawba Capital Management left its Public Storage share count unchanged in Q2 2018.
Public Storage made up 0.07% of Catawba Capital Management's portfolio in Q2 2018, its #174 holding.
Catawba Capital Management first reported a position in Public Storage in Q2 2016 and has held it in 9 quarters since.
Catawba Capital Management's Public Storage position peaked at $346K in Q3 2017.
692 funds tracked by Wall St. Rank held Public Storage as of Q2 2018.

Based on Catawba Capital Management's 13F filing for Q2 2018, filed 11 Jul 2018.