Congress Asset Management’s Public Storage PSA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-965	Closed	-$207K	–	383
2017 Q3	$207K	Sell	965 -1,925	-67%	-$398K	﹤0.01%	382
2017 Q2	$603K	Sell	2,890 -18,642	-87%	-$4.01M	0.01%	222
2017 Q1	$4.71M	Sell	21,532 -23	-0.1%	-$5.09K	0.09%	144
2016 Q4	$4.82M	Buy	21,555 +55	+0.3%	+$11.7K	0.1%	138
2016 Q3	$4.8M	Buy	21,500 +299	+1%	+$69.8K	0.11%	135
2016 Q2	$5.42M	Sell	21,201 -23	-0.1%	-$5.9K	0.13%	127
2016 Q1	$5.85M	Sell	21,224 -2,219	-9%	-$560K	0.14%	117
2015 Q4	$5.81M	Sell	23,443 -460	-2%	-$108K	0.14%	115
2015 Q3	$5.06M	Buy	23,903 +572	+2%	+$117K	0.13%	122
2015 Q2	$4.3M	Sell	23,331 -8,040	-26%	-$1.54M	0.12%	139
2015 Q1	$6.18M	Sell	31,371 -176	-0.6%	-$34.9K	0.15%	112
2014 Q4	$5.83M	Sell	31,547 -40	-0.1%	-$7.24K	0.15%	112
2014 Q3	$5.24M	Sell	31,587 -1,201	-4%	-$206K	0.13%	121
2014 Q2	$5.62M	Sell	32,788 -789	-2%	-$135K	0.14%	115
2014 Q1	$5.66M	Sell	33,577 -499	-1%	-$80.8K	0.14%	110
2013 Q4	$5.13M	Buy	34,076 +344	+1%	+$55K	0.13%	113
2013 Q3	$5.42M	Sell	33,732 -30	-0.1%	-$4.75K	0.15%	99
2013 Q2	$5.18M	Buy	+33,762	New	+$5.32M	0.15%	96