Cypress Asset Management’s Public Storage PSA Stock Holding History

Cypress Asset 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 Q2	–	Sell	-12,475	Closed	-$2.73M	–	206
2017 Q1	$2.73M	Sell	12,475 -265	-2%	-$58.7K	0.52%	55
2016 Q4	$2.85M	Buy	12,740 +198	+2%	+$42.1K	0.55%	57
2016 Q3	$2.8M	Buy	12,542 +480	+4%	+$112K	0.56%	57
2016 Q2	$3.08M	Buy	12,062 +2,850	+31%	+$732K	0.61%	51
2016 Q1	$2.54M	Buy	9,212 +40	+0.4%	+$10.1K	0.52%	63
2015 Q4	$2.27M	Buy	+9,172	New	+$2.15M	0.46%	69

Other funds holding PSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cypress Asset Management's PSA Position: Q2 2017 in Review

Cypress Asset Management sold out of Public Storage (PSA) in Q2 2017, closing a stake of 12,475 shares — an estimated $2.73M sold.

Cypress Asset Management first reported a position in PSA in Q4 2015 and held it in 6 quarters. The position peaked at $3.08M in Q2 2016. 628 funds tracked by Wall St. Rank hold PSA as of Q2 2017.

Cypress Asset Management reported no remaining Public Storage position as of Q2 2017 after selling out during the quarter.
Cypress Asset Management sold 12,475 Public Storage shares in Q2 2017, an estimated $2.73M.
Cypress Asset Management first reported a position in Public Storage in Q4 2015 and held it in 6 quarters.
Cypress Asset Management's Public Storage position peaked at $3.08M in Q2 2016.
628 funds tracked by Wall St. Rank held Public Storage as of Q2 2017.

Based on Cypress Asset Management's 13F filing for Q2 2017, filed 24 Jul 2017.