Everett Harris & Co’s Public Storage Depositary Shares Each Representing 1/1000 of a 4.90% Cumulative Preferred Share of B PSA.PRE Stock Holding History

Everett Harris & Co’s Portfolio PSA.PRE Stock Details PSA.PRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-40,000	Closed	-$996K	–	248
2017 Q4	$996K	Hold	40,000	–	–	0.03%	136
2017 Q3	$996K	Sell	40,000 -49,444	-55%	-$1.22M	0.03%	131
2017 Q2	$2.16M	Hold	89,444	–	–	0.07%	97
2017 Q1	$2.01M	Sell	89,444 -18,958	-17%	-$417K	0.07%	98
2016 Q4	$2.29M	Buy	+108,402	New	+$2.4M	0.08%	89

Other funds holding PSA.PRE

CIM

CIM Investment Management Pittsburgh, Pennsylvania $375M AUM 32.03% 1-Year Est. Return

ECM

EII Capital Management New York $774K AUM 22.41% 1-Year Est. Return

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

Everett Harris & Co sold out of Public Storage Depositary Shares Each Representing 1/1000 of a 4.90% Cumulative Preferred Share of B (PSA.PRE) in Q1 2018, closing a stake of 40,000 shares — an estimated $996K sold.

Everett Harris & Co first reported a position in PSA.PRE in Q4 2016 and held it in 5 quarters. The position peaked at $2.29M in Q4 2016. 2 funds tracked by Wall St. Rank hold PSA.PRE as of Q1 2018.

Everett Harris & Co reported no remaining Public Storage Depositary Shares Each Representing 1/1000 of a 4.90% Cumulative Preferred Share of B position as of Q1 2018 after selling out during the quarter.
Everett Harris & Co sold 40,000 Public Storage Depositary Shares Each Representing 1/1000 of a 4.90% Cumulative Preferred Share of B shares in Q1 2018, an estimated $996K.
Everett Harris & Co first reported a position in Public Storage Depositary Shares Each Representing 1/1000 of a 4.90% Cumulative Preferred Share of B in Q4 2016 and held it in 5 quarters.
Everett Harris & Co's Public Storage Depositary Shares Each Representing 1/1000 of a 4.90% Cumulative Preferred Share of B position peaked at $2.29M in Q4 2016.
2 funds tracked by Wall St. Rank held Public Storage Depositary Shares Each Representing 1/1000 of a 4.90% Cumulative Preferred Share of B as of Q1 2018.

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