Geneva Advisors’s PUBLIC STORAGE INC 8% PFD DEPT SHS SER R PSA.PRR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q3
Sell
-27,000
Closed -$694K 761
2014
Q2
$694K Hold
27,000
0.01% 379
2014
Q1
$681K Buy
+27,000
New +$681K 0.01% 342

Geneva Advisors's PSA.PRR Position: Q3 2014 in Review

Geneva Advisors sold out of PUBLIC STORAGE INC 8% PFD DEPT SHS SER R (PSA.PRR) in Q3 2014, closing a stake of 27,000 shares — an estimated $694K sold.

Geneva Advisors first reported a position in PSA.PRR in Q1 2014 and held it in 2 quarters. The position peaked at $694K in Q2 2014. 0 funds tracked by Wall St. Rank hold PSA.PRR as of Q3 2014.

  • Geneva Advisors reported no remaining PUBLIC STORAGE INC 8% PFD DEPT SHS SER R position as of Q3 2014 after selling out during the quarter.
  • Geneva Advisors sold 27,000 PUBLIC STORAGE INC 8% PFD DEPT SHS SER R shares in Q3 2014, an estimated $694K.
  • Geneva Advisors first reported a position in PUBLIC STORAGE INC 8% PFD DEPT SHS SER R in Q1 2014 and held it in 2 quarters.
  • Geneva Advisors's PUBLIC STORAGE INC 8% PFD DEPT SHS SER R position peaked at $694K in Q2 2014.
  • 0 funds tracked by Wall St. Rank held PUBLIC STORAGE INC 8% PFD DEPT SHS SER R as of Q3 2014.

Based on Geneva Advisors's 13F filing for Q3 2014, filed 3 Nov 2014.