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Cavalier Investments’s Public Storage PSA Stock Holding History

Cavalier Investments’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
Q4 		– Sell
-4,915
Closed -$1.1M – 152
2016
Q3 		$1.1M Sell
4,915
-2,600
-35% -$607K 0.67% 37
2016
Q2 		$1.92M Hold
7,515
– – 1.12% 16
2016
Q1 		$2.07M Buy
+7,515
New +$1.9M 1.19% 17

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cavalier Investments's PSA Position: Q4 2016 in Review

Cavalier Investments sold out of Public Storage (PSA) in Q4 2016, closing a stake of 4,915 shares — an estimated $1.1M sold.

Cavalier Investments first reported a position in PSA in Q1 2016 and held it in 3 quarters. The position peaked at $2.07M in Q1 2016. 620 funds tracked by Wall St. Rank hold PSA as of Q4 2016.

  • Cavalier Investments reported no remaining Public Storage position as of Q4 2016 after selling out during the quarter.
  • Cavalier Investments sold 4,915 Public Storage shares in Q4 2016, an estimated $1.1M.
  • Cavalier Investments first reported a position in Public Storage in Q1 2016 and held it in 3 quarters.
  • Cavalier Investments's Public Storage position peaked at $2.07M in Q1 2016.
  • 620 funds tracked by Wall St. Rank held Public Storage as of Q4 2016.

Based on Cavalier Investments's 13F filing for Q4 2016, filed 3 Feb 2017.