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Clearwater Capital Advisors’s Public Storage PSA Stock Holding History

Clearwater Capital 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
Q2 		– Sell
-34
Closed -$7K – 463
2018
Q1 		$7K Buy
+34
New +$6.62K ﹤0.01% 506

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 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

Clearwater Capital Advisors's PSA Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of Public Storage (PSA) in Q2 2018, closing a stake of 34 shares — an estimated $7K sold.

Clearwater Capital Advisors first reported a position in PSA in Q1 2018 and held it in 1 quarter. The position peaked at $7K in Q1 2018. 692 funds tracked by Wall St. Rank hold PSA as of Q2 2018.

  • Clearwater Capital Advisors reported no remaining Public Storage position as of Q2 2018 after selling out during the quarter.
  • Clearwater Capital Advisors sold 34 Public Storage shares in Q2 2018, an estimated $7K.
  • Clearwater Capital Advisors first reported a position in Public Storage in Q1 2018 and held it in 1 quarter.
  • Clearwater Capital Advisors's Public Storage position peaked at $7K in Q1 2018.
  • 692 funds tracked by Wall St. Rank held Public Storage as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.