FineMark National Bank & Trust’s Public Storage PSA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-996	Closed	-$200K	–	412
2018 Q1	$200K	Buy	+996	New	+$194K	0.01%	377
2017 Q4	–	Sell	-1,992	Closed	-$426K	–	381
2017 Q3	$426K	Buy	1,992 +111	+6%	+$22.9K	0.03%	256
2017 Q2	$392K	Buy	1,881 +406	+28%	+$87.3K	0.03%	254
2017 Q1	$323K	Buy	1,475 +525	+55%	+$116K	0.02%	276
2016 Q4	$212K	Sell	950 -50	-5%	-$10.6K	0.02%	329
2016 Q3	$223K	Sell	1,000 -249	-20%	-$58.1K	0.02%	310
2016 Q2	$319K	Buy	1,249 +2	+0.2%	+$513	0.04%	260
2016 Q1	$344K	Hold	1,247	–	–	0.04%	243
2015 Q4	$309K	Buy	1,247 +3	+0.2%	+$702	0.04%	254
2015 Q3	$263K	Buy	1,244 +3	+0.2%	+$611	0.04%	287
2015 Q2	$229K	Buy	1,241 +1	+0.1%	+$192	0.03%	317
2015 Q1	$244K	Sell	1,240 -100	-7%	-$19.8K	0.03%	314
2014 Q4	$248K	Buy	1,340 +4	+0.3%	+$724	0.04%	315
2014 Q3	$222K	Buy	1,336 +2	+0.1%	+$344	0.04%	320
2014 Q2	$229K	Buy	1,334 +2	+0.2%	+$343	0.04%	312
2014 Q1	$224K	Buy	1,332 +100	+8%	+$16.2K	0.04%	295
2013 Q4	$185K	Buy	1,232 +102	+9%	+$16.3K	0.04%	319
2013 Q3	$181K	Buy	1,130 +130	+13%	+$20.6K	0.04%	321
2013 Q2	$153K	Buy	+1,000	New	+$158K	0.05%	316