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FAS Wealth Partners’s Public Storage PSA Stock Holding History

FAS Wealth Partners’s Portfolio PSA Stock Details PSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-925
Closed -$229K – 131
2015
Q4 		$229K Buy
+925
New +$217K 0.11% 112
2014
Q2 		– Sell
-1,421
Closed -$239K – 97
2014
Q1 		$239K Buy
+1,421
New +$230K 0.16% 74

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

FAS Wealth Partners's PSA Position: Q1 2016 in Review

FAS Wealth Partners sold out of Public Storage (PSA) in Q1 2016, closing a stake of 925 shares — an estimated $229K sold.

FAS Wealth Partners first reported a position in PSA in Q1 2014 and held it in 2 quarters. The position peaked at $239K in Q1 2014. 589 funds tracked by Wall St. Rank hold PSA as of Q1 2016.

  • FAS Wealth Partners reported no remaining Public Storage position as of Q1 2016 after selling out during the quarter.
  • FAS Wealth Partners sold 925 Public Storage shares in Q1 2016, an estimated $229K.
  • FAS Wealth Partners first reported a position in Public Storage in Q1 2014 and held it in 2 quarters.
  • FAS Wealth Partners's Public Storage position peaked at $239K in Q1 2014.
  • 589 funds tracked by Wall St. Rank held Public Storage as of Q1 2016.

Based on FAS Wealth Partners's 13F filing for Q1 2016, filed 3 May 2016.