Geneva Advisors’s PUBLIC STORAGE DEPOSITARY REPSTG PFD SER X (MD) PSA.PRX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q3
Sell
-11,000
Closed -$258K 720
2015
Q2
$258K Sell
11,000
-1,000
-8% -$23.5K ﹤0.01% 551
2015
Q1
$291K Hold
12,000
0.01% 519
2014
Q4
$277K Hold
12,000
0.01% 529
2014
Q3
$271K Sell
12,000
-1,000
-8% -$22.6K 0.01% 536
2014
Q2
$289K Buy
13,000
+2,000
+18% +$44.5K 0.01% 526
2014
Q1
$232K Buy
+11,000
New +$232K ﹤0.01% 534

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

Geneva Advisors sold out of PUBLIC STORAGE DEPOSITARY REPSTG PFD SER X (MD) (PSA.PRX) in Q3 2015, closing a stake of 11,000 shares — an estimated $258K sold.

Geneva Advisors first reported a position in PSA.PRX in Q1 2014 and held it in 6 quarters. The position peaked at $291K in Q1 2015. 0 funds tracked by Wall St. Rank hold PSA.PRX as of Q3 2015.

  • Geneva Advisors reported no remaining PUBLIC STORAGE DEPOSITARY REPSTG PFD SER X (MD) position as of Q3 2015 after selling out during the quarter.
  • Geneva Advisors sold 11,000 PUBLIC STORAGE DEPOSITARY REPSTG PFD SER X (MD) shares in Q3 2015, an estimated $258K.
  • Geneva Advisors first reported a position in PUBLIC STORAGE DEPOSITARY REPSTG PFD SER X (MD) in Q1 2014 and held it in 6 quarters.
  • Geneva Advisors's PUBLIC STORAGE DEPOSITARY REPSTG PFD SER X (MD) position peaked at $291K in Q1 2015.
  • 0 funds tracked by Wall St. Rank held PUBLIC STORAGE DEPOSITARY REPSTG PFD SER X (MD) as of Q3 2015.

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