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 $2.75B AUM 19.24% 1-Year Est. Return

PCG

Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return

Everett Harris & Co's PSA.PRD Position: Q1 2018 in Review

Everett Harris & Co sold out of Public Storage (PSA.PRD) in Q1 2018, closing a stake of 14,000 shares — an estimated $350K sold.

Everett Harris & Co first reported a position in PSA.PRD in Q3 2016 and held it in 6 quarters. The position peaked at $3.2M in Q3 2016. 4 funds tracked by Wall St. Rank hold PSA.PRD as of Q1 2018.

Everett Harris & Co reported no remaining Public Storage position as of Q1 2018 after selling out during the quarter.
Everett Harris & Co sold 14,000 Public Storage shares in Q1 2018, an estimated $350K.
Everett Harris & Co first reported a position in Public Storage in Q3 2016 and held it in 6 quarters.
Everett Harris & Co's Public Storage position peaked at $3.2M in Q3 2016.
4 funds tracked by Wall St. Rank held Public Storage as of Q1 2018.

Based on Everett Harris & Co's 13F filing for Q1 2018, filed 20 Apr 2018.