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Endex Capital Management’s Public Storage PSA Stock Holding History

Endex Capital 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
2013
Q4 		$212K Hold
1,406
– – 0.2% 127
2013
Q3 		$226K Hold
1,406
– – 0.23% 114
2013
Q2 		$216K Buy
+1,406
New +$222K 0.23% 113

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Endex Capital Management's PSA Position: Q4 2013 in Review

Endex Capital Management held its Public Storage (PSA) position steady in Q4 2013 at 1,406 shares worth $212K. The position accounts for 0.2% of the portfolio, ranked #127.

Endex Capital Management first reported a position in PSA in Q2 2013 and has held it in 3 quarters since. The position peaked at $226K in Q3 2013. 479 funds tracked by Wall St. Rank hold PSA as of Q4 2013.

  • Endex Capital Management held 1,406 shares of Public Storage worth $212K as of Q4 2013.
  • Endex Capital Management left its Public Storage share count unchanged in Q4 2013.
  • Public Storage made up 0.2% of Endex Capital Management's portfolio in Q4 2013, its #127 holding.
  • Endex Capital Management first reported a position in Public Storage in Q2 2013 and has held it in 3 quarters since.
  • Endex Capital Management's Public Storage position peaked at $226K in Q3 2013.
  • 479 funds tracked by Wall St. Rank held Public Storage as of Q4 2013.

Based on Endex Capital Management's 13F filing for Q4 2013, filed 14 Feb 2014.