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CCM Investment Advisers’s Public Storage PSA Stock Holding History

CCM Investment Advisers’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
2017
Q3 		– Sell
-25,810
Closed -$5.38M – 94
2017
Q2 		$5.38M Buy
25,810
+3,602
+16% +$775K 1.05% 49
2017
Q1 		$4.86M Buy
22,208
+1,879
+9% +$416K 0.97% 53
2016
Q4 		$4.54M Sell
20,329
-9,776
-32% -$2.08M 0.96% 50
2016
Q3 		$6.72M Sell
30,105
-10,506
-26% -$2.45M 1.42% 41
2016
Q2 		$10.4M Buy
+40,611
New +$10.4M 0.97% 51

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CCM Investment Advisers's PSA Position: Q3 2017 in Review

CCM Investment Advisers sold out of Public Storage (PSA) in Q3 2017, closing a stake of 25,810 shares — an estimated $5.38M sold.

CCM Investment Advisers first reported a position in PSA in Q2 2016 and held it in 5 quarters. The position peaked at $10.4M in Q2 2016. 628 funds tracked by Wall St. Rank hold PSA as of Q3 2017.

  • CCM Investment Advisers reported no remaining Public Storage position as of Q3 2017 after selling out during the quarter.
  • CCM Investment Advisers sold 25,810 Public Storage shares in Q3 2017, an estimated $5.38M.
  • CCM Investment Advisers first reported a position in Public Storage in Q2 2016 and held it in 5 quarters.
  • CCM Investment Advisers's Public Storage position peaked at $10.4M in Q2 2016.
  • 628 funds tracked by Wall St. Rank held Public Storage as of Q3 2017.

Based on CCM Investment Advisers's 13F filing for Q3 2017, filed 2 Nov 2017.