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

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return

Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return

Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return