EHC
PSA.PRE

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