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Curi RMB Capital’s Public Storage PSA Stock Holding History

Curi RMB Capital’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
Q1 		– Sell
-2,075
Closed -$434K – 967
2017
Q4 		$434K Sell
2,075
-52
-2% -$11K 0.01% 633
2017
Q3 		$455K Sell
2,127
-461
-18% -$95.3K 0.01% 536
2017
Q2 		$540K Buy
+2,588
New +$556K 0.02% 525

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 $3.38T AUM 44.17% 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

Curi RMB Capital's PSA Position: Q1 2018 in Review

Curi RMB Capital sold out of Public Storage (PSA) in Q1 2018, closing a stake of 2,075 shares — an estimated $434K sold.

Curi RMB Capital first reported a position in PSA in Q2 2017 and held it in 3 quarters. The position peaked at $540K in Q2 2017. 679 funds tracked by Wall St. Rank hold PSA as of Q1 2018.

  • Curi RMB Capital reported no remaining Public Storage position as of Q1 2018 after selling out during the quarter.
  • Curi RMB Capital sold 2,075 Public Storage shares in Q1 2018, an estimated $434K.
  • Curi RMB Capital first reported a position in Public Storage in Q2 2017 and held it in 3 quarters.
  • Curi RMB Capital's Public Storage position peaked at $540K in Q2 2017.
  • 679 funds tracked by Wall St. Rank held Public Storage as of Q1 2018.

Based on Curi RMB Capital's 13F filing for Q1 2018, filed 14 May 2018.