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FormulaFolio Investments’s Public Storage PSA Stock Holding History

FormulaFolio Investments’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
Q1 		– Sell
-2,187
Closed -$457K – 297
2017
Q4 		$457K Sell
2,187
-93
-4% -$19.7K 0.03% 173
2017
Q3 		$488K Buy
2,280
+49
+2% +$10.1K 0.04% 143
2017
Q2 		$465K Buy
2,231
+360
+19% +$77.4K 0.04% 133
2017
Q1 		$410K Buy
1,871
+54
+3% +$12K 0.05% 129
2016
Q4 		$406K Buy
+1,817
New +$387K 0.05% 115

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

FormulaFolio Investments's PSA Position: Q1 2018 in Review

FormulaFolio Investments sold out of Public Storage (PSA) in Q1 2018, closing a stake of 2,187 shares — an estimated $457K sold.

FormulaFolio Investments first reported a position in PSA in Q4 2016 and held it in 5 quarters. The position peaked at $488K in Q3 2017. 679 funds tracked by Wall St. Rank hold PSA as of Q1 2018.

  • FormulaFolio Investments reported no remaining Public Storage position as of Q1 2018 after selling out during the quarter.
  • FormulaFolio Investments sold 2,187 Public Storage shares in Q1 2018, an estimated $457K.
  • FormulaFolio Investments first reported a position in Public Storage in Q4 2016 and held it in 5 quarters.
  • FormulaFolio Investments's Public Storage position peaked at $488K in Q3 2017.
  • 679 funds tracked by Wall St. Rank held Public Storage as of Q1 2018.

Based on FormulaFolio Investments's 13F filing for Q1 2018, filed 1 May 2018.