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Foresters Investment Management’s Public Storage PSA Stock Holding History

Foresters Investment Management’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
Q3 		– Sell
-2,117
Closed -$480K – 404
2018
Q2 		$480K Sell
2,117
-37,912
-95% -$7.89M 0.01% 312
2018
Q1 		$8.02M Sell
40,029
-1,275
-3% -$248K 0.13% 198
2017
Q4 		$8.63M Buy
41,304
+350
+0.9% +$74K 0.13% 195
2017
Q3 		$8.76M Sell
40,954
-559
-1% -$116K 0.14% 187
2017
Q2 		$8.66M Buy
41,513
+5,351
+15% +$1.15M 0.15% 191
2017
Q1 		$7.92M Buy
36,162
+3,625
+11% +$803K 0.14% 193
2016
Q4 		$7.12M Buy
32,537
+2,855
+10% +$608K 0.13% 200
2016
Q3 		$6.62M Buy
29,682
+8,975
+43% +$2.1M 0.12% 194
2016
Q2 		$5.29M Buy
+20,707
New +$5.32M 0.1% 208

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
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Foresters Investment Management's PSA Position: Q3 2018 in Review

Foresters Investment Management sold out of Public Storage (PSA) in Q3 2018, closing a stake of 2,117 shares — an estimated $480K sold.

Foresters Investment Management first reported a position in PSA in Q2 2016 and held it in 9 quarters. The position peaked at $8.76M in Q3 2017. 683 funds tracked by Wall St. Rank hold PSA as of Q3 2018.

  • Foresters Investment Management reported no remaining Public Storage position as of Q3 2018 after selling out during the quarter.
  • Foresters Investment Management sold 2,117 Public Storage shares in Q3 2018, an estimated $480K.
  • Foresters Investment Management first reported a position in Public Storage in Q2 2016 and held it in 9 quarters.
  • Foresters Investment Management's Public Storage position peaked at $8.76M in Q3 2017.
  • 683 funds tracked by Wall St. Rank held Public Storage as of Q3 2018.

Based on Foresters Investment Management's 13F filing for Q3 2018, filed 13 Nov 2018.