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Clarfeld Financial Advisors’s Public Storage PSA Stock Holding History

Clarfeld Financial Advisors’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
Q4 		$14K Buy
+69
New +$14.1K 0.01% 190

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Clarfeld Financial Advisors's PSA Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Public Storage (PSA) in Q4 2018: 69 shares worth $14K. The stake represents 0.01% of the portfolio and ranks #190 among its holdings.

706 funds tracked by Wall St. Rank hold PSA as of Q4 2018.

  • Clarfeld Financial Advisors held 69 shares of Public Storage worth $14K as of Q4 2018.
  • Public Storage was a new Clarfeld Financial Advisors position in Q4 2018.
  • Public Storage made up 0.01% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #190 holding.
  • 706 funds tracked by Wall St. Rank held Public Storage as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.