DA
PSA.PRU.CL

Dunvegan Associates’s Public Storage Depositary Shares Each Representing 1/1000 of a 5.625% Cumulative Preferred Share of PSA.PRU.CL Stock Holding History

Dunvegan Associates’s Portfolio PSA.PRU.CL Stock Details PSA.PRU.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-9,600
Closed -$209K – 74
2013
Q3 		$209K Buy
+9,600
New +$215K 0.15% 73

Other funds holding PSA.PRU.CL

CNB
City National Bank Beverly Hills, Delaware $11.6B AUM 3.11% 1-Year Est. Return
NIA
Northstar Investment Advisors Denver, Colorado $755M AUM 37.8% 1-Year Est. Return
RFA
Reilly Financial Advisors La Mesa, California $1.35B AUM 22.65% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HCC
Hirtle Callaghan & Co West Conshohocken, Pennsylvania $3.04B AUM 21.27% 1-Year Est. Return

Dunvegan Associates's PSA.PRU.CL Position: Q4 2013 in Review

Dunvegan Associates sold out of Public Storage Depositary Shares Each Representing 1/1000 of a 5.625% Cumulative Preferred Share of (PSA.PRU.CL) in Q4 2013, closing a stake of 9,600 shares — an estimated $209K sold.

Dunvegan Associates first reported a position in PSA.PRU.CL in Q3 2013 and held it in 1 quarter. The position peaked at $209K in Q3 2013. 7 funds tracked by Wall St. Rank hold PSA.PRU.CL as of Q4 2013.

  • Dunvegan Associates reported no remaining Public Storage Depositary Shares Each Representing 1/1000 of a 5.625% Cumulative Preferred Share of position as of Q4 2013 after selling out during the quarter.
  • Dunvegan Associates sold 9,600 Public Storage Depositary Shares Each Representing 1/1000 of a 5.625% Cumulative Preferred Share of shares in Q4 2013, an estimated $209K.
  • Dunvegan Associates first reported a position in Public Storage Depositary Shares Each Representing 1/1000 of a 5.625% Cumulative Preferred Share of in Q3 2013 and held it in 1 quarter.
  • Dunvegan Associates's Public Storage Depositary Shares Each Representing 1/1000 of a 5.625% Cumulative Preferred Share of position peaked at $209K in Q3 2013.
  • 7 funds tracked by Wall St. Rank held Public Storage Depositary Shares Each Representing 1/1000 of a 5.625% Cumulative Preferred Share of as of Q4 2013.

Based on Dunvegan Associates's 13F filing for Q4 2013, filed 21 Feb 2014.