Delphi Private Advisors’s Public Storage PSA Stock Holding History

Delphi Private 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 Q1	–	Sell	-22	Closed	-$5K	–	253
2016 Q4	$5K	Hold	22	–	–	0.01%	133
2016 Q3	$5K	Hold	22	–	–	0.01%	168
2016 Q2	$6K	Hold	22	–	–	0.01%	175
2016 Q1	$6K	Hold	22	–	–	0.01%	172
2015 Q4	$5K	Buy	+22	New	+$5.15K	0.01%	206

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

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

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

AAMU

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Delphi Private Advisors's PSA Position: Q1 2017 in Review

Delphi Private Advisors sold out of Public Storage (PSA) in Q1 2017, closing a stake of 22 shares — an estimated $5K sold.

Delphi Private Advisors first reported a position in PSA in Q4 2015 and held it in 5 quarters. The position peaked at $6K in Q2 2016. 632 funds tracked by Wall St. Rank hold PSA as of Q1 2017.

Delphi Private Advisors reported no remaining Public Storage position as of Q1 2017 after selling out during the quarter.
Delphi Private Advisors sold 22 Public Storage shares in Q1 2017, an estimated $5K.
Delphi Private Advisors first reported a position in Public Storage in Q4 2015 and held it in 5 quarters.
Delphi Private Advisors's Public Storage position peaked at $6K in Q2 2016.
632 funds tracked by Wall St. Rank held Public Storage as of Q1 2017.

Based on Delphi Private Advisors's 13F filing for Q1 2017, filed 25 Apr 2017.