GA
PSA.PRW

Geneva Advisors’s Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of PSA.PRW Stock Holding History

Geneva Advisors’s Portfolio PSA.PRW Stock Details PSA.PRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-11,000
Closed -$256K – 698
2015
Q2 		$256K Sell
11,000
-4,000
-27% -$95.9K ﹤0.01% 552
2015
Q1 		$363K Hold
15,000
– – 0.01% 473
2014
Q4 		$344K Sell
15,000
-3,000
-17% -$69.3K 0.01% 482
2014
Q3 		$406K Buy
+18,000
New +$406K 0.01% 456

Other funds holding PSA.PRW

AAM
AR Asset Management West Hollywood, California $517M AUM 18.31% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
RFA
Reilly Financial Advisors La Mesa, California $1.35B AUM 22.65% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Geneva Advisors's PSA.PRW Position: Q3 2015 in Review

Geneva Advisors sold out of Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of (PSA.PRW) in Q3 2015, closing a stake of 11,000 shares — an estimated $256K sold.

Geneva Advisors first reported a position in PSA.PRW in Q3 2014 and held it in 4 quarters. The position peaked at $406K in Q3 2014. 4 funds tracked by Wall St. Rank hold PSA.PRW as of Q3 2015.

  • Geneva Advisors reported no remaining Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of position as of Q3 2015 after selling out during the quarter.
  • Geneva Advisors sold 11,000 Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of shares in Q3 2015, an estimated $256K.
  • Geneva Advisors first reported a position in Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of in Q3 2014 and held it in 4 quarters.
  • Geneva Advisors's Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of position peaked at $406K in Q3 2014.
  • 4 funds tracked by Wall St. Rank held Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of as of Q3 2015.

Based on Geneva Advisors's 13F filing for Q3 2015, filed 3 Nov 2015.