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CPWM LLC’s Public Storage PSA Stock Holding History

CPWM LLC’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
Q3 		– Sell
-965
Closed -$201K – 245
2017
Q2 		$201K Sell
965
-1
-0.1% -$215 0.05% 243
2017
Q1 		$212K Sell
966
-110
-10% -$24.4K 0.05% 223
2016
Q4 		$241K Sell
1,076
-107
-9% -$22.8K 0.05% 213
2016
Q3 		$264K Sell
1,183
-43
-4% -$10K 0.06% 215
2016
Q2 		$313K Sell
1,226
-27
-2% -$6.93K 0.07% 192
2016
Q1 		$346K Sell
1,253
-318
-20% -$80.2K 0.08% 180
2015
Q4 		$389K Sell
1,571
-64
-4% -$15K 0.08% 169
2015
Q3 		$346K Buy
+1,635
New +$333K 0.08% 170

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
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CPWM LLC's PSA Position: Q3 2017 in Review

CPWM LLC sold out of Public Storage (PSA) in Q3 2017, closing a stake of 965 shares — an estimated $201K sold.

CPWM LLC first reported a position in PSA in Q3 2015 and held it in 8 quarters. The position peaked at $389K in Q4 2015. 628 funds tracked by Wall St. Rank hold PSA as of Q3 2017.

  • CPWM LLC reported no remaining Public Storage position as of Q3 2017 after selling out during the quarter.
  • CPWM LLC sold 965 Public Storage shares in Q3 2017, an estimated $201K.
  • CPWM LLC first reported a position in Public Storage in Q3 2015 and held it in 8 quarters.
  • CPWM LLC's Public Storage position peaked at $389K in Q4 2015.
  • 628 funds tracked by Wall St. Rank held Public Storage as of Q3 2017.

Based on CPWM LLC's 13F filing for Q3 2017, filed 14 Nov 2017.