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Euclid Advisors’s Public Storage PSA Stock Holding History

Euclid Advisors’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 		– Sell
-18,629
Closed -$4.76M – 362
2016
Q2 		$4.76M Sell
18,629
-4,080
-18% -$1.05M 0.21% 170
2016
Q1 		$6.26M Sell
22,709
-2,202
-9% -$555K 0.24% 150
2015
Q4 		$6.17M Buy
+24,911
New +$5.83M 0.19% 165
2015
Q3 		– Sell
-1,525
Closed -$281K – 396
2015
Q2 		$281K Buy
+1,525
New +$292K 0.01% 439
2015
Q1 		– Sell
-67,440
Closed -$12.5M – 404
2014
Q4 		$12.5M Buy
67,440
+4,677
+7% +$847K 0.12% 167
2014
Q3 		$10.4M Buy
62,763
+5,310
+9% +$913K 0.07% 240
2014
Q2 		$9.85M Sell
57,453
-15,260
-21% -$2.62M 0.07% 266
2014
Q1 		$12.3M Buy
72,713
+20,950
+40% +$3.39M 0.09% 198
2013
Q4 		$7.79M Sell
51,763
-2,390
-4% -$382K 0.06% 268
2013
Q3 		$8.69M Buy
54,153
+12,813
+31% +$2.03M 0.09% 221
2013
Q2 		$6.34M Buy
+41,340
New +$6.51M 0.08% 254

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 $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $535B AUM 26.23% 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 $13B AUM 5.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Euclid Advisors's PSA Position: Q3 2016 in Review

Euclid Advisors sold out of Public Storage (PSA) in Q3 2016, closing a stake of 18,629 shares — an estimated $4.76M sold.

Euclid Advisors first reported a position in PSA in Q2 2013 and held it in 11 quarters. The position peaked at $12.5M in Q4 2014. 596 funds tracked by Wall St. Rank hold PSA as of Q3 2016.

  • Euclid Advisors reported no remaining Public Storage position as of Q3 2016 after selling out during the quarter.
  • Euclid Advisors sold 18,629 Public Storage shares in Q3 2016, an estimated $4.76M.
  • Euclid Advisors first reported a position in Public Storage in Q2 2013 and held it in 11 quarters.
  • Euclid Advisors's Public Storage position peaked at $12.5M in Q4 2014.
  • 596 funds tracked by Wall St. Rank held Public Storage as of Q3 2016.

Based on Euclid Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.