Congress Asset Management’s Public Storage PSA Stock Holding History

Congress 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	-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

Other funds holding PSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Congress Asset Management sold out of Public Storage (PSA) in Q4 2017, closing a stake of 965 shares — an estimated $207K sold.

Congress Asset Management first reported a position in PSA in Q2 2013 and held it in 18 quarters. The position peaked at $6.18M in Q1 2015. 673 funds tracked by Wall St. Rank hold PSA as of Q4 2017.

Congress Asset Management reported no remaining Public Storage position as of Q4 2017 after selling out during the quarter.
Congress Asset Management sold 965 Public Storage shares in Q4 2017, an estimated $207K.
Congress Asset Management first reported a position in Public Storage in Q2 2013 and held it in 18 quarters.
Congress Asset Management's Public Storage position peaked at $6.18M in Q1 2015.
673 funds tracked by Wall St. Rank held Public Storage as of Q4 2017.

Based on Congress Asset Management's 13F filing for Q4 2017, filed 30 Jan 2018.