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Concorde Asset Management’s Public Storage PSA Stock Holding History

Concorde Asset 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
Q4 		– Sell
-2,327
Closed -$495K – 142
2017
Q3 		$495K Sell
2,327
-184
-7% -$38K 0.43% 71
2017
Q2 		$523K Buy
2,511
+8
+0.3% +$1.72K 0.71% 45
2017
Q1 		$551K Buy
2,503
+1,775
+244% +$393K 0.91% 28
2016
Q4 		$433K Buy
+728
New +$155K 0.78% 49

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Concorde Asset Management's PSA Position: Q4 2017 in Review

Concorde Asset Management sold out of Public Storage (PSA) in Q4 2017, closing a stake of 2,327 shares — an estimated $495K sold.

Concorde Asset Management first reported a position in PSA in Q4 2016 and held it in 4 quarters. The position peaked at $551K in Q1 2017. 673 funds tracked by Wall St. Rank hold PSA as of Q4 2017.

  • Concorde Asset Management reported no remaining Public Storage position as of Q4 2017 after selling out during the quarter.
  • Concorde Asset Management sold 2,327 Public Storage shares in Q4 2017, an estimated $495K.
  • Concorde Asset Management first reported a position in Public Storage in Q4 2016 and held it in 4 quarters.
  • Concorde Asset Management's Public Storage position peaked at $551K in Q1 2017.
  • 673 funds tracked by Wall St. Rank held Public Storage as of Q4 2017.

Based on Concorde Asset Management's 13F filing for Q4 2017, filed 23 Jan 2018.