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Everest Capital’s Public Storage PSA Stock Holding History

Everest Capital’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 		$893K Hold
4,000
– – 15.01% 5
2016
Q2 		$1.02M Buy
+4,000
New +$1.03M 24.86% 3

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

Everest Capital's PSA Position: Q3 2016 in Review

Everest Capital held its Public Storage (PSA) position steady in Q3 2016 at 4,000 shares worth $893K. The position accounts for 15.01% of the portfolio, ranked #5.

Everest Capital first reported a position in PSA in Q2 2016 and has held it in 2 quarters since. The position peaked at $1.02M in Q2 2016. 597 funds tracked by Wall St. Rank hold PSA as of Q3 2016.

  • Everest Capital held 4,000 shares of Public Storage worth $893K as of Q3 2016.
  • Everest Capital left its Public Storage share count unchanged in Q3 2016.
  • Public Storage made up 15.01% of Everest Capital's portfolio in Q3 2016, its #5 holding.
  • Everest Capital first reported a position in Public Storage in Q2 2016 and has held it in 2 quarters since.
  • Everest Capital's Public Storage position peaked at $1.02M in Q2 2016.
  • 597 funds tracked by Wall St. Rank held Public Storage as of Q3 2016.

Based on Everest Capital's 13F filing for Q3 2016, filed 14 Nov 2016.