EHC
PSA.PRB

Everett Harris & Co’s Public Storage Depositary Shares Each Representing 1/1,000 of a 5.40% Cumulative Preferred Share of PSA.PRB Stock Holding History

Everett Harris & Co’s Portfolio PSA.PRB Stock Details PSA.PRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-30,070
Closed -$680K – 242
2016
Q4 		$680K Sell
30,070
-94,930
-76% -$2.31M 0.02% 153
2016
Q3 		$3.3M Hold
125,000
– – 0.12% 76
2016
Q2 		$3.32M Hold
125,000
– – 0.12% 76
2016
Q1 		$3.19M Buy
+125,000
New +$3.15M 0.11% 86

Other funds holding PSA.PRB

SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $6B AUM 34.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.16B AUM 27.46% 1-Year Est. Return
SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

Everett Harris & Co's PSA.PRB Position: Q1 2017 in Review

Everett Harris & Co sold out of Public Storage Depositary Shares Each Representing 1/1,000 of a 5.40% Cumulative Preferred Share of (PSA.PRB) in Q1 2017, closing a stake of 30,070 shares — an estimated $680K sold.

Everett Harris & Co first reported a position in PSA.PRB in Q1 2016 and held it in 4 quarters. The position peaked at $3.32M in Q2 2016. 6 funds tracked by Wall St. Rank hold PSA.PRB as of Q1 2017.

  • Everett Harris & Co reported no remaining Public Storage Depositary Shares Each Representing 1/1,000 of a 5.40% Cumulative Preferred Share of position as of Q1 2017 after selling out during the quarter.
  • Everett Harris & Co sold 30,070 Public Storage Depositary Shares Each Representing 1/1,000 of a 5.40% Cumulative Preferred Share of shares in Q1 2017, an estimated $680K.
  • Everett Harris & Co first reported a position in Public Storage Depositary Shares Each Representing 1/1,000 of a 5.40% Cumulative Preferred Share of in Q1 2016 and held it in 4 quarters.
  • Everett Harris & Co's Public Storage Depositary Shares Each Representing 1/1,000 of a 5.40% Cumulative Preferred Share of position peaked at $3.32M in Q2 2016.
  • 6 funds tracked by Wall St. Rank held Public Storage Depositary Shares Each Representing 1/1,000 of a 5.40% Cumulative Preferred Share of as of Q1 2017.

Based on Everett Harris & Co's 13F filing for Q1 2017, filed 26 Apr 2017.