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Curbstone Financial Management Corp’s Public Storage PSA Stock Holding History

Curbstone Financial Management Corp’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
-1,872
Closed -$401K – 166
2017
Q3 		$401K Buy
+1,872
New +$387K 0.12% 160
2017
Q2 		– Sell
-1,312
Closed -$287K – 168
2017
Q1 		$287K Buy
1,312
+300
+30% +$66.4K 0.18% 134
2016
Q4 		$226K Sell
1,012
-1,012
-50% -$215K 0.14% 151
2016
Q3 		$452K Buy
+2,024
New +$473K 0.15% 152

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Curbstone Financial Management Corp's PSA Position: Q4 2017 in Review

Curbstone Financial Management Corp sold out of Public Storage (PSA) in Q4 2017, closing a stake of 1,872 shares — an estimated $401K sold.

Curbstone Financial Management Corp first reported a position in PSA in Q3 2016 and held it in 4 quarters. The position peaked at $452K in Q3 2016. 673 funds tracked by Wall St. Rank hold PSA as of Q4 2017.

  • Curbstone Financial Management Corp reported no remaining Public Storage position as of Q4 2017 after selling out during the quarter.
  • Curbstone Financial Management Corp sold 1,872 Public Storage shares in Q4 2017, an estimated $401K.
  • Curbstone Financial Management Corp first reported a position in Public Storage in Q3 2016 and held it in 4 quarters.
  • Curbstone Financial Management Corp's Public Storage position peaked at $452K in Q3 2016.
  • 673 funds tracked by Wall St. Rank held Public Storage as of Q4 2017.

Based on Curbstone Financial Management Corp's 13F filing for Q4 2017, filed 8 Jan 2018.