Geneva Advisors’s PUB STRG DEPO SHS REPTG 1/1000TH PFD SER W MD PSA.PRW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q3
Sell
-19,000
Closed -$421K 750
2014
Q2
$421K Hold
19,000
0.01% 460
2014
Q1
$399K Buy
+19,000
New +$399K 0.01% 431

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

Geneva Advisors sold out of PUB STRG DEPO SHS REPTG 1/1000TH PFD SER W MD (PSA.PRW) in Q3 2014, closing a stake of 19,000 shares — an estimated $421K sold.

Geneva Advisors first reported a position in PSA.PRW in Q1 2014 and held it in 2 quarters. The position peaked at $421K in Q2 2014. 0 funds tracked by Wall St. Rank hold PSA.PRW as of Q3 2014.

  • Geneva Advisors reported no remaining PUB STRG DEPO SHS REPTG 1/1000TH PFD SER W MD position as of Q3 2014 after selling out during the quarter.
  • Geneva Advisors sold 19,000 PUB STRG DEPO SHS REPTG 1/1000TH PFD SER W MD shares in Q3 2014, an estimated $421K.
  • Geneva Advisors first reported a position in PUB STRG DEPO SHS REPTG 1/1000TH PFD SER W MD in Q1 2014 and held it in 2 quarters.
  • Geneva Advisors's PUB STRG DEPO SHS REPTG 1/1000TH PFD SER W MD position peaked at $421K in Q2 2014.
  • 0 funds tracked by Wall St. Rank held PUB STRG DEPO SHS REPTG 1/1000TH PFD SER W MD as of Q3 2014.

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