Everett Harris & Co’s Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of PSA.PRW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-8,000	Closed	-$202K	–	251
2019 Q4	$202K	Hold	8,000	–	–	﹤0.01%	240
2019 Q3	$201K	Buy	+8,000	New	+$202K	0.01%	234
2018 Q3	–	Sell	-8,800	Closed	-$219K	–	259
2018 Q2	$219K	Hold	8,800	–	–	0.01%	228
2018 Q1	$213K	Hold	8,800	–	–	0.01%	226
2017 Q4	$220K	Hold	8,800	–	–	0.01%	229
2017 Q3	$223K	Hold	8,800	–	–	0.01%	224
2017 Q2	$221K	Hold	8,800	–	–	0.01%	218
2017 Q1	$219K	Hold	8,800	–	–	0.01%	219
2016 Q4	$205K	Hold	8,800	–	–	0.01%	220
2016 Q3	$226K	Hold	8,800	–	–	0.01%	211
2016 Q2	$230K	Hold	8,800	–	–	0.01%	215
2016 Q1	$225K	Hold	8,800	–	–	0.01%	220
2015 Q4	$220K	Hold	8,800	–	–	0.01%	215
2015 Q3	$209K	Hold	8,800	–	–	0.01%	219
2015 Q2	$205K	Hold	8,800	–	–	0.01%	226
2015 Q1	$213K	Buy	+8,800	New	+$212K	0.01%	225
2013 Q3	–	Sell	-12,000	Closed	-$279K	–	208
2013 Q2	$279K	Buy	+12,000	New	+$298K	0.01%	181

Other funds holding PSA.PRW

AAM

AR Asset Management West Hollywood, California $546M AUM 24.08% 1-Year Est. Return

Capital Square Chattanooga, Tennessee $228M AUM 19.54% 1-Year Est. Return

Horizon Bancorp Michigan City, Indiana $213M AUM 13.24% 1-Year Est. Return

SIM

Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

FRA

Front Row Advisors Tiburon, California $345M AUM 39.04% 1-Year Est. Return

Everett Harris & Co's PSA.PRW Position: Q1 2020 in Review

Everett Harris & Co sold out of Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of (PSA.PRW) in Q1 2020, closing a stake of 8,000 shares — an estimated $202K sold.

Everett Harris & Co first reported a position in PSA.PRW in Q2 2013 and held it in 17 quarters. The position peaked at $279K in Q2 2013. 5 funds tracked by Wall St. Rank hold PSA.PRW as of Q1 2020.

Everett Harris & Co reported no remaining Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of position as of Q1 2020 after selling out during the quarter.
Everett Harris & Co sold 8,000 Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of shares in Q1 2020, an estimated $202K.
Everett Harris & Co first reported a position in Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of in Q2 2013 and held it in 17 quarters.
Everett Harris & Co's Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of position peaked at $279K in Q2 2013.
5 funds tracked by Wall St. Rank held Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of as of Q1 2020.

Based on Everett Harris & Co's 13F filing for Q1 2020, filed 29 Apr 2020.