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CT Financial Advisors’s Public Storage PSA Stock Holding History

CT Financial Advisors’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 		$21.9K Hold
100
– – 0.01% 350
2016
Q4 		$22.4K Hold
100
– – 0.01% 340
2016
Q3 		$22.3K Hold
100
– – 0.01% 339
2016
Q2 		$25.6K Hold
100
– – 0.02% 327
2016
Q1 		$27.6K Hold
100
– – 0.02% 343
2015
Q4 		$24.8K Hold
100
– – 0.01% 361
2015
Q3 		$21.2K Hold
100
– – 0.01% 373
2015
Q2 		$18.4K Hold
100
– – 0.01% 402
2015
Q1 		$19.7K Hold
100
– – 0.01% 392
2014
Q4 		$18.5K Buy
+100
New +$18.1K 0.01% 325
2014
Q1 		$19.7K Buy
+100
New +$16.2K 0.01% 392

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

CT Financial Advisors's PSA Position: Q1 2017 in Review

CT Financial Advisors held its Public Storage (PSA) position steady in Q1 2017 at 100 shares worth $21.9K. The position accounts for 0.01% of the portfolio, ranked #350.

CT Financial Advisors first reported a position in PSA in Q1 2014 and has held it in 11 quarters since. The position peaked at $27.6K in Q1 2016. 632 funds tracked by Wall St. Rank hold PSA as of Q1 2017.

  • CT Financial Advisors held 100 shares of Public Storage worth $21.9K as of Q1 2017.
  • CT Financial Advisors left its Public Storage share count unchanged in Q1 2017.
  • Public Storage made up 0.01% of CT Financial Advisors's portfolio in Q1 2017, its #350 holding.
  • CT Financial Advisors first reported a position in Public Storage in Q1 2014 and has held it in 11 quarters since.
  • CT Financial Advisors's Public Storage position peaked at $27.6K in Q1 2016.
  • 632 funds tracked by Wall St. Rank held Public Storage as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.