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Cornerstone Wealth Management’s Public Storage PSA Stock Holding History

Cornerstone 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
2018
Q4 		– Sell
-31,066
Closed -$145K – 946
2018
Q3 		$145K Sell
31,066
-30,436
-49% -$6.57M ﹤0.01% 1250
2018
Q2 		$272K Buy
+61,502
New +$12.8M ﹤0.01% 1228

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cornerstone Wealth Management's PSA Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Public Storage (PSA) in Q4 2018, closing a stake of 31,066 shares — an estimated $145K sold.

Cornerstone Wealth Management first reported a position in PSA in Q2 2018 and held it in 2 quarters. The position peaked at $272K in Q2 2018. 705 funds tracked by Wall St. Rank hold PSA as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Public Storage position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 31,066 Public Storage shares in Q4 2018, an estimated $145K.
  • Cornerstone Wealth Management first reported a position in Public Storage in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's Public Storage position peaked at $272K in Q2 2018.
  • 705 funds tracked by Wall St. Rank held Public Storage as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.