Everett Harris & Co’s Public Storage PSA.PRZ.CL Stock Holding History

Everett Harris & Co’s Portfolio PSA.PRZ.CL Stock Details PSA.PRZ.CL 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	-$1.06M	–	255
2017 Q4	$1.06M	Hold	40,000	–	–	0.03%	130
2017 Q3	$1.05M	Hold	40,000	–	–	0.03%	126
2017 Q2	$1.07M	Hold	40,000	–	–	0.03%	132
2017 Q1	$1.07M	Hold	40,000	–	–	0.04%	129
2016 Q4	$1.01M	Sell	40,000 -200,000	-83%	-$5.23M	0.04%	135
2016 Q3	$6.59M	Hold	240,000	–	–	0.23%	53
2016 Q2	$6.77M	Hold	240,000	–	–	0.24%	52
2016 Q1	$6.61M	Hold	240,000	–	–	0.24%	52
2015 Q4	$6.43M	Hold	240,000	–	–	0.22%	53
2015 Q3	$6.15M	Hold	240,000	–	–	0.23%	54
2015 Q2	$6.02M	Hold	240,000	–	–	0.21%	56
2015 Q1	$6.21M	Hold	240,000	–	–	0.21%	55
2014 Q4	$6.06M	Hold	240,000	–	–	0.21%	58
2014 Q3	$5.98M	Hold	240,000	–	–	0.22%	59
2014 Q2	$5.96M	Buy	+240,000	New	+$5.91M	0.22%	58

Other funds holding PSA.PRZ.CL

RIG

Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return

Plimoth Trust Plymouth, Massachusetts $447M AUM 24.12% 1-Year Est. Return

FBB

Fulton Breakefield Broenniman Bethesda, Maryland $1.53B AUM 18.11% 1-Year Est. Return

SIM

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

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

Everett Harris & Co sold out of Public Storage (PSA.PRZ.CL) in Q1 2018, closing a stake of 40,000 shares — an estimated $1.06M sold.

Everett Harris & Co first reported a position in PSA.PRZ.CL in Q2 2014 and held it in 15 quarters. The position peaked at $6.77M in Q2 2016. 4 funds tracked by Wall St. Rank hold PSA.PRZ.CL as of Q1 2018.

Everett Harris & Co reported no remaining Public Storage position as of Q1 2018 after selling out during the quarter.
Everett Harris & Co sold 40,000 Public Storage shares in Q1 2018, an estimated $1.06M.
Everett Harris & Co first reported a position in Public Storage in Q2 2014 and held it in 15 quarters.
Everett Harris & Co's Public Storage position peaked at $6.77M in Q2 2016.
4 funds tracked by Wall St. Rank held Public Storage as of Q1 2018.

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