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CrestPoint Capital Management’s Public Storage PSA Stock Holding History

CrestPoint Capital 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
Q1 		– Sell
-1,100
Closed -$246K – 222
2016
Q4 		$246K Sell
1,100
-500
-31% -$106K 0.12% 196
2016
Q3 		$357K Buy
1,600
+500
+45% +$117K 0.18% 167
2016
Q2 		$281K Hold
1,100
– – 0.15% 175
2016
Q1 		$303K Hold
1,100
– – 0.16% 170
2015
Q4 		$272K Hold
1,100
– – 0.15% 157
2015
Q3 		$233K Buy
+1,100
New +$224K 0.13% 173

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CrestPoint Capital Management's PSA Position: Q1 2017 in Review

CrestPoint Capital Management sold out of Public Storage (PSA) in Q1 2017, closing a stake of 1,100 shares — an estimated $246K sold.

CrestPoint Capital Management first reported a position in PSA in Q3 2015 and held it in 6 quarters. The position peaked at $357K in Q3 2016. 632 funds tracked by Wall St. Rank hold PSA as of Q1 2017.

  • CrestPoint Capital Management reported no remaining Public Storage position as of Q1 2017 after selling out during the quarter.
  • CrestPoint Capital Management sold 1,100 Public Storage shares in Q1 2017, an estimated $246K.
  • CrestPoint Capital Management first reported a position in Public Storage in Q3 2015 and held it in 6 quarters.
  • CrestPoint Capital Management's Public Storage position peaked at $357K in Q3 2016.
  • 632 funds tracked by Wall St. Rank held Public Storage as of Q1 2017.

Based on CrestPoint Capital Management's 13F filing for Q1 2017, filed 12 Apr 2017.