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Concert Wealth Management’s Public Storage PSA Stock Holding History

Concert Wealth 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
2017
Q2 		– Sell
-2,407
Closed -$538K – 373
2017
Q1 		$538K Hold
2,407
– – 0.12% 230
2016
Q4 		$538K Sell
2,407
-342
-12% -$72.8K 0.12% 241
2016
Q3 		$613K Sell
2,749
-16
-0.6% -$3.74K 0.07% 334
2016
Q2 		$710K Buy
2,765
+21
+0.8% +$5.39K 0.1% 265
2016
Q1 		$759K Buy
2,744
+5
+0.2% +$1.26K 0.1% 256
2015
Q4 		$678K Buy
2,739
+88
+3% +$20.6K 0.09% 286
2015
Q3 		$560K Buy
2,651
+514
+24% +$105K 0.08% 334
2015
Q2 		$395K Sell
2,137
-1,177
-36% -$226K 0.05% 414
2015
Q1 		$244K Buy
3,314
+244
+8% +$48.3K 0.07% 346
2014
Q4 		$566K Buy
3,070
+169
+6% +$30.6K 0.09% 291
2014
Q3 		$480K Sell
2,901
-60
-2% -$10.3K 0.06% 274
2014
Q2 		$494K Buy
2,961
+163
+6% +$27.9K 0.06% 276
2014
Q1 		$470K Buy
2,798
+590
+27% +$95.5K 0.06% 283
2013
Q4 		$333K Buy
2,208
+155
+8% +$24.8K 0.04% 352
2013
Q3 		$330K Hold
2,053
– – 0.05% 345
2013
Q2 		$315K Buy
+2,053
New +$324K 0.05% 329

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Concert Wealth Management's PSA Position: Q2 2017 in Review

Concert Wealth Management sold out of Public Storage (PSA) in Q2 2017, closing a stake of 2,407 shares — an estimated $538K sold.

Concert Wealth Management first reported a position in PSA in Q2 2013 and held it in 16 quarters. The position peaked at $759K in Q1 2016. 628 funds tracked by Wall St. Rank hold PSA as of Q2 2017.

  • Concert Wealth Management reported no remaining Public Storage position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 2,407 Public Storage shares in Q2 2017, an estimated $538K.
  • Concert Wealth Management first reported a position in Public Storage in Q2 2013 and held it in 16 quarters.
  • Concert Wealth Management's Public Storage position peaked at $759K in Q1 2016.
  • 628 funds tracked by Wall St. Rank held Public Storage as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.