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

FineMark National Bank & Trust’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
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

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

FineMark National Bank & Trust's PSA Position: Q2 2018 in Review

FineMark National Bank & Trust sold out of Public Storage (PSA) in Q2 2018, closing a stake of 996 shares — an estimated $200K sold.

FineMark National Bank & Trust first reported a position in PSA in Q2 2013 and held it in 19 quarters. The position peaked at $426K in Q3 2017. 692 funds tracked by Wall St. Rank hold PSA as of Q2 2018.

  • FineMark National Bank & Trust reported no remaining Public Storage position as of Q2 2018 after selling out during the quarter.
  • FineMark National Bank & Trust sold 996 Public Storage shares in Q2 2018, an estimated $200K.
  • FineMark National Bank & Trust first reported a position in Public Storage in Q2 2013 and held it in 19 quarters.
  • FineMark National Bank & Trust's Public Storage position peaked at $426K in Q3 2017.
  • 692 funds tracked by Wall St. Rank held Public Storage as of Q2 2018.

Based on FineMark National Bank & Trust's 13F filing for Q2 2018, filed 3 Aug 2018.