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First Allied Advisory Services’s Public Storage PSA Stock Holding History

First Allied Advisory Services’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
2020
Q3 		$2.15M Sell
9,630
-1,192
-11% -$244K 0.07% 283
2020
Q2 		$2.08M Sell
10,822
-755
-7% -$146K 0.08% 265
2020
Q1 		$2.3M Sell
11,577
-3,650
-24% -$782K 0.1% 215
2019
Q4 		$3.23M Sell
15,227
-545
-3% -$121K 0.11% 218
2019
Q3 		$3.8M Sell
15,772
-8,944
-36% -$2.25M 0.14% 180
2019
Q2 		$5.88M Sell
24,716
-3,254
-12% -$746K 0.2% 119
2019
Q1 		$6.15M Sell
27,970
-671
-2% -$140K 0.21% 117
2018
Q4 		$5.82M Sell
28,641
-1,670
-6% -$341K 0.23% 109
2018
Q3 		$6.14M Sell
30,311
-28
-0.1% -$6.04K 0.21% 121
2018
Q2 		$6.87M Sell
30,339
-847
-3% -$176K 0.26% 89
2018
Q1 		$6.31M Buy
31,186
+28,335
+994% +$5.52M 0.24% 107
2017
Q4 		$590K Sell
2,851
-1,083
-28% -$229K 0.02% 592
2017
Q3 		$840K Buy
3,934
+219
+6% +$45.3K 0.04% 462
2017
Q2 		$775K Buy
3,715
+855
+30% +$184K 0.03% 489
2017
Q1 		$629K Buy
2,860
+556
+24% +$123K 0.03% 508
2016
Q4 		$515K Buy
2,304
+395
+21% +$84.1K 0.03% 579
2016
Q3 		$426K Sell
1,909
-197
-9% -$46K 0.02% 624
2016
Q2 		$537K Buy
2,106
+281
+15% +$72.1K 0.03% 531
2016
Q1 		$500K Sell
1,825
-457
-20% -$115K 0.03% 543
2015
Q4 		$562K Buy
2,282
+43
+2% +$10.1K 0.03% 536
2015
Q3 		$466K Buy
2,239
+412
+23% +$83.9K 0.03% 575
2015
Q2 		$333K Buy
1,827
+160
+10% +$30.7K 0.01% 781
2015
Q1 		$331K Buy
1,667
+205
+14% +$40.6K 0.02% 734
2014
Q4 		$268K Buy
1,462
+190
+15% +$34.4K 0.02% 806
2014
Q3 		$210K Sell
1,272
-123
-9% -$21.1K 0.02% 900
2014
Q2 		$240K Buy
1,395
+48
+4% +$8.23K 0.02% 802
2014
Q1 		$228K Buy
+1,347
New +$218K 0.02% 839
2013
Q4 		– Sell
-1,307
Closed -$209K – 1030
2013
Q3 		$209K Buy
+1,307
New +$207K 0.01% 869

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

First Allied Advisory Services's PSA Position: Q3 2020 in Review

First Allied Advisory Services reduced its Public Storage (PSA) stake by 11% in Q3 2020, selling an estimated $244K and leaving 9,630 shares worth $2.15M. The position accounts for 0.07% of the portfolio, ranked #283.

First Allied Advisory Services first reported a position in PSA in Q3 2013 and has held it in 28 quarters since. The position peaked at $6.87M in Q2 2018. 727 funds tracked by Wall St. Rank hold PSA as of Q3 2020.

  • First Allied Advisory Services held 9,630 shares of Public Storage worth $2.15M as of Q3 2020.
  • First Allied Advisory Services sold 1,192 Public Storage shares in Q3 2020, an estimated $244K.
  • Public Storage made up 0.07% of First Allied Advisory Services's portfolio in Q3 2020, its #283 holding.
  • First Allied Advisory Services first reported a position in Public Storage in Q3 2013 and has held it in 28 quarters since.
  • First Allied Advisory Services's Public Storage position peaked at $6.87M in Q2 2018.
  • 727 funds tracked by Wall St. Rank held Public Storage as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.