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Empire Life Investments’s Public Storage PSA Stock Holding History

Empire Life Investments’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
-15,423
Closed -$3.41M – 113
2017
Q1 		$3.41M Sell
15,423
-3,641
-19% -$806K 0.33% 69
2016
Q4 		$4.07M Buy
+19,064
New +$4.06M 0.33% 56

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empire Life Investments's PSA Position: Q2 2017 in Review

Empire Life Investments sold out of Public Storage (PSA) in Q2 2017, closing a stake of 15,423 shares — an estimated $3.41M sold.

Empire Life Investments first reported a position in PSA in Q4 2016 and held it in 2 quarters. The position peaked at $4.07M in Q4 2016. 628 funds tracked by Wall St. Rank hold PSA as of Q2 2017.

  • Empire Life Investments reported no remaining Public Storage position as of Q2 2017 after selling out during the quarter.
  • Empire Life Investments sold 15,423 Public Storage shares in Q2 2017, an estimated $3.41M.
  • Empire Life Investments first reported a position in Public Storage in Q4 2016 and held it in 2 quarters.
  • Empire Life Investments's Public Storage position peaked at $4.07M in Q4 2016.
  • 628 funds tracked by Wall St. Rank held Public Storage as of Q2 2017.

Based on Empire Life Investments's 13F filing for Q2 2017, filed 14 Aug 2017.