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Davidson Investment Advisors’s Public Storage PSA Stock Holding History

Davidson Investment 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
Q3 		– Sell
-100
Closed -$20K – 165
2017
Q2 		$20K Hold
100
– – ﹤0.01% 157
2017
Q1 		$21K Hold
100
– – ﹤0.01% 160
2016
Q4 		$22K Hold
100
– – ﹤0.01% 167
2016
Q3 		$22K Hold
100
– – ﹤0.01% 156
2016
Q2 		$25K Sell
100
-55
-35% -$14.1K ﹤0.01% 149
2016
Q1 		$42K Sell
155
-38
-20% -$9.59K 0.01% 165
2015
Q4 		$47K Buy
193
+58
+43% +$13.6K 0.01% 168
2015
Q3 		$28K Buy
+135
New +$27.5K 0.01% 165

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Davidson Investment Advisors's PSA Position: Q3 2017 in Review

Davidson Investment Advisors sold out of Public Storage (PSA) in Q3 2017, closing a stake of 100 shares — an estimated $20K sold.

Davidson Investment Advisors first reported a position in PSA in Q3 2015 and held it in 8 quarters. The position peaked at $47K in Q4 2015. 628 funds tracked by Wall St. Rank hold PSA as of Q3 2017.

  • Davidson Investment Advisors reported no remaining Public Storage position as of Q3 2017 after selling out during the quarter.
  • Davidson Investment Advisors sold 100 Public Storage shares in Q3 2017, an estimated $20K.
  • Davidson Investment Advisors first reported a position in Public Storage in Q3 2015 and held it in 8 quarters.
  • Davidson Investment Advisors's Public Storage position peaked at $47K in Q4 2015.
  • 628 funds tracked by Wall St. Rank held Public Storage as of Q3 2017.

Based on Davidson Investment Advisors's 13F filing for Q3 2017, filed 9 Nov 2017.