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Elite Wealth Management’s Public Storage PSA Stock Holding History

Elite Wealth 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
2016
Q3 		$82K Buy
+369
New +$86.2K 0.13% 49
2014
Q4 		– Sell
-369
Closed -$61K – 366
2014
Q3 		$61K Hold
369
– – 0.06% 112
2014
Q2 		$63K Hold
369
– – 0.06% 103
2014
Q1 		$62K Hold
369
– – 0.05% 110
2013
Q4 		$56K Buy
+369
New +$59K 0.04% 151

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Elite Wealth Management's PSA Position: Q3 2016 in Review

Elite Wealth Management opened a new position in Public Storage (PSA) in Q3 2016: 369 shares worth $82K. The stake represents 0.13% of the portfolio and ranks #49 among its holdings. This is a return to the name: Elite Wealth Management previously reported a position in PSA as recently as Q3 2014.

Elite Wealth Management first reported a position in PSA in Q4 2013 and has held it in 5 quarters since. 597 funds tracked by Wall St. Rank hold PSA as of Q3 2016.

  • Elite Wealth Management held 369 shares of Public Storage worth $82K as of Q3 2016.
  • Public Storage was a new Elite Wealth Management position in Q3 2016.
  • Public Storage made up 0.13% of Elite Wealth Management's portfolio in Q3 2016, its #49 holding.
  • Elite Wealth Management first reported a position in Public Storage in Q4 2013 and has held it in 5 quarters since.
  • 597 funds tracked by Wall St. Rank held Public Storage as of Q3 2016.

Based on Elite Wealth Management's 13F filing for Q3 2016, filed 23 Nov 2016.