FWCM
PSA.PRV.CL

Ferguson Wellman Capital Management’s PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of PSA.PRV.CL Stock Holding History

Ferguson Wellman Capital Management’s Portfolio PSA.PRV.CL Stock Details PSA.PRV.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-10,119
Closed -$252K – 356
2019
Q2 		$252K Buy
10,119
+243
+2% +$6.1K 0.01% 303
2019
Q1 		$245K Buy
+9,876
New +$240K 0.01% 315

Other funds holding PSA.PRV.CL

CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AWM
Altavista Wealth Management Asheville, North Carolina $496M AUM 20.88% 1-Year Est. Return
BRC
Bell Rock Capital Rehoboth Beach, Delaware $81M AUM 9.85% 1-Year Est. Return
SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Ferguson Wellman Capital Management's PSA.PRV.CL Position: Q3 2019 in Review

Ferguson Wellman Capital Management sold out of PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of (PSA.PRV.CL) in Q3 2019, closing a stake of 10,119 shares — an estimated $252K sold.

Ferguson Wellman Capital Management first reported a position in PSA.PRV.CL in Q1 2019 and held it in 2 quarters. The position peaked at $252K in Q2 2019. 6 funds tracked by Wall St. Rank hold PSA.PRV.CL as of Q3 2019.

  • Ferguson Wellman Capital Management reported no remaining PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of position as of Q3 2019 after selling out during the quarter.
  • Ferguson Wellman Capital Management sold 10,119 PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of shares in Q3 2019, an estimated $252K.
  • Ferguson Wellman Capital Management first reported a position in PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of in Q1 2019 and held it in 2 quarters.
  • Ferguson Wellman Capital Management's PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of position peaked at $252K in Q2 2019.
  • 6 funds tracked by Wall St. Rank held PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of as of Q3 2019.

Based on Ferguson Wellman Capital Management's 13F filing for Q3 2019, filed 15 Oct 2019.