CRC
PSA.PRV.CL

Curi RMB Capital’s PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of PSA.PRV.CL Stock Holding History

Curi RMB Capital’s Portfolio PSA.PRV.CL Stock Details PSA.PRV.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-28,087
Closed -$676K – 548
2015
Q1 		$676K Buy
+28,087
New +$682K 0.04% 305

Other funds holding PSA.PRV.CL

CAM
Capstone Asset Management Houston, Texas $3.6B AUM 20.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.53B AUM 18.11% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
RFA
Reilly Financial Advisors La Mesa, California $1.35B AUM 22.65% 1-Year Est. Return
ECM
EII Capital Management New York $774K AUM 22.41% 1-Year Est. Return

Curi RMB Capital's PSA.PRV.CL Position: Q2 2015 in Review

Curi RMB Capital sold out of PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of (PSA.PRV.CL) in Q2 2015, closing a stake of 28,087 shares — an estimated $676K sold.

Curi RMB Capital first reported a position in PSA.PRV.CL in Q1 2015 and held it in 1 quarter. The position peaked at $676K in Q1 2015. 7 funds tracked by Wall St. Rank hold PSA.PRV.CL as of Q2 2015.

  • Curi RMB Capital reported no remaining PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of position as of Q2 2015 after selling out during the quarter.
  • Curi RMB Capital sold 28,087 PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of shares in Q2 2015, an estimated $676K.
  • Curi RMB Capital first reported a position in PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of in Q1 2015 and held it in 1 quarter.
  • Curi RMB Capital's PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of position peaked at $676K in Q1 2015.
  • 7 funds tracked by Wall St. Rank held PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of as of Q2 2015.

Based on Curi RMB Capital's 13F filing for Q2 2015, filed 13 Aug 2015.