EHC
PSA.PRQ

Everett Harris & Co’s PUBLIC STORAGE DEPOSITARY SHS REPSTG 1/1000TH PFD SHS PSA.PRQ Stock Holding History

Everett Harris & Co’s Portfolio PSA.PRQ Stock Details PSA.PRQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-13,225
Closed -$340K – 211
2013
Q2 		$340K Buy
+13,225
New +$358K 0.01% 165

Other funds holding PSA.PRQ

RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.37B AUM 30.24% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
NIA
Northstar Investment Advisors Denver, Colorado $755M AUM 37.8% 1-Year Est. Return
CNB
City National Bank Beverly Hills, Delaware $11.6B AUM 3.11% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Everett Harris & Co's PSA.PRQ Position: Q3 2013 in Review

Everett Harris & Co sold out of PUBLIC STORAGE DEPOSITARY SHS REPSTG 1/1000TH PFD SHS (PSA.PRQ) in Q3 2013, closing a stake of 13,225 shares — an estimated $340K sold.

Everett Harris & Co first reported a position in PSA.PRQ in Q2 2013 and held it in 1 quarter. The position peaked at $340K in Q2 2013. 7 funds tracked by Wall St. Rank hold PSA.PRQ as of Q3 2013.

  • Everett Harris & Co reported no remaining PUBLIC STORAGE DEPOSITARY SHS REPSTG 1/1000TH PFD SHS position as of Q3 2013 after selling out during the quarter.
  • Everett Harris & Co sold 13,225 PUBLIC STORAGE DEPOSITARY SHS REPSTG 1/1000TH PFD SHS shares in Q3 2013, an estimated $340K.
  • Everett Harris & Co first reported a position in PUBLIC STORAGE DEPOSITARY SHS REPSTG 1/1000TH PFD SHS in Q2 2013 and held it in 1 quarter.
  • Everett Harris & Co's PUBLIC STORAGE DEPOSITARY SHS REPSTG 1/1000TH PFD SHS position peaked at $340K in Q2 2013.
  • 7 funds tracked by Wall St. Rank held PUBLIC STORAGE DEPOSITARY SHS REPSTG 1/1000TH PFD SHS as of Q3 2013.

Based on Everett Harris & Co's 13F filing for Q3 2013, filed 1 Nov 2013.