Ferris Capital’s Public Storage PSA Stock Holding History

Ferris Capital’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
2019 Q2	–	Sell	-130	Closed	-$28K	–	503
2019 Q1	$28K	Hold	130	–	–	0.01%	317
2018 Q4	$26K	Sell	130 -13	-9%	-$2.65K	0.01%	307
2018 Q3	$29K	Sell	143 -25	-15%	-$5.4K	0.01%	322
2018 Q2	$38K	Buy	168 +12	+8%	+$2.5K	0.02%	281
2018 Q1	$31K	Buy	+156	New	+$30.4K	0.01%	340
2017 Q3	–	Sell	-101	Closed	-$21K	–	472
2017 Q2	$21K	Buy	+101	New	+$21.7K	0.01%	357

Other funds holding PSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Ferris Capital's PSA Position: Q2 2019 in Review

Ferris Capital sold out of Public Storage (PSA) in Q2 2019, closing a stake of 130 shares — an estimated $28K sold.

Ferris Capital first reported a position in PSA in Q2 2017 and held it in 6 quarters. The position peaked at $38K in Q2 2018. 699 funds tracked by Wall St. Rank hold PSA as of Q2 2019.

Ferris Capital reported no remaining Public Storage position as of Q2 2019 after selling out during the quarter.
Ferris Capital sold 130 Public Storage shares in Q2 2019, an estimated $28K.
Ferris Capital first reported a position in Public Storage in Q2 2017 and held it in 6 quarters.
Ferris Capital's Public Storage position peaked at $38K in Q2 2018.
699 funds tracked by Wall St. Rank held Public Storage as of Q2 2019.

Based on Ferris Capital's 13F filing for Q2 2019, filed 18 Jul 2019.