EHC
PSA.PRR

Everett Harris & Co’s PUBLIC STORAGE DEPOSITORY SH REPSTG 1/1000TH PFD SER R PSA.PRR Stock Holding History

Everett Harris & Co’s Portfolio PSA.PRR Stock Details PSA.PRR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-169,000
Closed -$4.32M – 222
2013
Q2 		$4.32M Buy
+169,000
New +$4.5M 0.18% 59

Other funds holding PSA.PRR

RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.37B AUM 30.24% 1-Year Est. Return
MCC
Mid Continent Capital Chicago, Illinois $1.54B AUM 0.7% 1-Year Est. Return
RC
Roundview Capital Princeton, New Jersey $1.83B AUM 26.02% 1-Year Est. Return
FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.7B AUM 23.97% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $3.17B AUM 32.56% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.68B AUM

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

Everett Harris & Co sold out of PUBLIC STORAGE DEPOSITORY SH REPSTG 1/1000TH PFD SER R (PSA.PRR) in Q3 2013, closing a stake of 169,000 shares — an estimated $4.32M sold.

Everett Harris & Co first reported a position in PSA.PRR in Q2 2013 and held it in 1 quarter. The position peaked at $4.32M in Q2 2013. 10 funds tracked by Wall St. Rank hold PSA.PRR as of Q3 2013.

  • Everett Harris & Co reported no remaining PUBLIC STORAGE DEPOSITORY SH REPSTG 1/1000TH PFD SER R position as of Q3 2013 after selling out during the quarter.
  • Everett Harris & Co sold 169,000 PUBLIC STORAGE DEPOSITORY SH REPSTG 1/1000TH PFD SER R shares in Q3 2013, an estimated $4.32M.
  • Everett Harris & Co first reported a position in PUBLIC STORAGE DEPOSITORY SH REPSTG 1/1000TH PFD SER R in Q2 2013 and held it in 1 quarter.
  • Everett Harris & Co's PUBLIC STORAGE DEPOSITORY SH REPSTG 1/1000TH PFD SER R position peaked at $4.32M in Q2 2013.
  • 10 funds tracked by Wall St. Rank held PUBLIC STORAGE DEPOSITORY SH REPSTG 1/1000TH PFD SER R as of Q3 2013.

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