First National Trust’s Public Storage PSA Stock Holding History

First National 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
2017 Q3	–	Sell	-1,429	Closed	-$298K	–	332
2017 Q2	$298K	Sell	1,429 -198	-12%	-$42.6K	0.04%	280
2017 Q1	$356K	Sell	1,627 -278	-15%	-$61.6K	0.05%	252
2016 Q4	$426K	Buy	+1,905	New	+$405K	0.06%	228

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AAMU

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First National Trust's PSA Position: Q3 2017 in Review

First National Trust sold out of Public Storage (PSA) in Q3 2017, closing a stake of 1,429 shares — an estimated $298K sold.

First National Trust first reported a position in PSA in Q4 2016 and held it in 3 quarters. The position peaked at $426K in Q4 2016. 628 funds tracked by Wall St. Rank hold PSA as of Q3 2017.

First National Trust reported no remaining Public Storage position as of Q3 2017 after selling out during the quarter.
First National Trust sold 1,429 Public Storage shares in Q3 2017, an estimated $298K.
First National Trust first reported a position in Public Storage in Q4 2016 and held it in 3 quarters.
First National Trust's Public Storage position peaked at $426K in Q4 2016.
628 funds tracked by Wall St. Rank held Public Storage as of Q3 2017.

Based on First National Trust's 13F filing for Q3 2017, filed 6 Nov 2017.