EHC
PSA.PRD

Everett Harris & Co’s Public Storage PSA.PRD Stock Holding History

Everett Harris & Co’s Portfolio PSA.PRD Stock Details PSA.PRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-14,000
Closed -$350K – 249
2017
Q4 		$350K Hold
14,000
– – 0.01% 193
2017
Q3 		$353K Hold
14,000
– – 0.01% 192
2017
Q2 		$343K Hold
14,000
– – 0.01% 190
2017
Q1 		$319K Sell
14,000
-23,212
-62% -$515K 0.01% 195
2016
Q4 		$789K Sell
37,212
-86,788
-70% -$1.99M 0.03% 147
2016
Q3 		$3.2M Buy
+124,000
New +$3.13M 0.11% 79

Other funds holding PSA.PRD

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BRC
Bell Rock Capital Rehoboth Beach, Delaware $81M AUM 9.85% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return