Ferguson Wellman Capital Management’s Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of PSA.PRW Stock Holding History

Ferguson Wellman Capital Management’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
2018 Q3	–	Sell	-8,080	Closed	-$201K	–	362
2018 Q2	$201K	Buy	+8,080	New	+$194K	0.01%	337
2018 Q1	–	Sell	-8,080	Closed	-$202K	–	360
2017 Q4	$202K	Hold	8,080	–	–	0.01%	343
2017 Q3	$205K	Sell	8,080 -210	-3%	-$5.31K	0.01%	330
2017 Q2	$208K	Hold	8,290	–	–	0.01%	321
2017 Q1	$207K	Buy	+8,290	New	+$202K	0.01%	323
2016 Q4	–	Sell	-8,290	Closed	-$213K	–	353
2016 Q3	$213K	Hold	8,290	–	–	0.01%	300
2016 Q2	$217K	Hold	8,290	–	–	0.01%	300
2016 Q1	$212K	Hold	8,290	–	–	0.01%	296
2015 Q4	$207K	Buy	+8,290	New	+$205K	0.01%	310

Other funds holding PSA.PRW

AAM

AR Asset Management West Hollywood, California $517M AUM 18.31% 1-Year Est. Return

CCM

Cribstone Capital Management Augusta, Maine $172M AUM 13.58% 1-Year Est. Return

QAM

QCI Asset Management Pittsford, New York $1.72B AUM 25.41% 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

Ferguson Wellman Capital Management's PSA.PRW Position: Q3 2018 in Review

Ferguson Wellman Capital Management sold out of Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of (PSA.PRW) in Q3 2018, closing a stake of 8,080 shares — an estimated $201K sold.

Ferguson Wellman Capital Management first reported a position in PSA.PRW in Q4 2015 and held it in 9 quarters. The position peaked at $217K in Q2 2016. 5 funds tracked by Wall St. Rank hold PSA.PRW as of Q3 2018.

Ferguson Wellman Capital Management reported no remaining Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of position as of Q3 2018 after selling out during the quarter.
Ferguson Wellman Capital Management sold 8,080 Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of shares in Q3 2018, an estimated $201K.
Ferguson Wellman Capital Management first reported a position in Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of in Q4 2015 and held it in 9 quarters.
Ferguson Wellman Capital Management's Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of position peaked at $217K in Q2 2016.
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 Q3 2018.

Based on Ferguson Wellman Capital Management's 13F filing for Q3 2018, filed 25 Oct 2018.