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Epstein & White Financial’s Public Storage PSA Stock Holding History

Epstein & White Financial’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
2018
Q4 		– Sell
-1,047
Closed -$206K – 96
2018
Q3 		$206K Sell
1,047
-577
-36% -$125K 0.14% 88
2018
Q2 		$356K Sell
1,624
-127
-7% -$26.4K 0.26% 65
2018
Q1 		$345K Buy
1,751
+306
+21% +$59.6K 0.22% 71
2017
Q4 		$282K Buy
+1,445
New +$305K 0.16% 83

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Epstein & White Financial's PSA Position: Q4 2018 in Review

Epstein & White Financial sold out of Public Storage (PSA) in Q4 2018, closing a stake of 1,047 shares — an estimated $206K sold.

Epstein & White Financial first reported a position in PSA in Q4 2017 and held it in 4 quarters. The position peaked at $356K in Q2 2018. 706 funds tracked by Wall St. Rank hold PSA as of Q4 2018.

  • Epstein & White Financial reported no remaining Public Storage position as of Q4 2018 after selling out during the quarter.
  • Epstein & White Financial sold 1,047 Public Storage shares in Q4 2018, an estimated $206K.
  • Epstein & White Financial first reported a position in Public Storage in Q4 2017 and held it in 4 quarters.
  • Epstein & White Financial's Public Storage position peaked at $356K in Q2 2018.
  • 706 funds tracked by Wall St. Rank held Public Storage as of Q4 2018.

Based on Epstein & White Financial's 13F filing for Q4 2018, filed 5 Feb 2019.