Genovese Burford & Brothers Wealth & Retirement Plan Management’s Public Storage PSA Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan Management’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 Q3	–	Sell	-100	Closed	-$23K	–	299
2018 Q2	$23K	Hold	100	–	–	0.01%	237
2018 Q1	$20K	Hold	100	–	–	0.01%	257
2017 Q4	$20K	Hold	100	–	–	0.05%	148
2017 Q3	$21K	Hold	100	–	–	0.01%	225
2017 Q2	$20K	Hold	100	–	–	0.01%	222
2017 Q1	$22K	Hold	100	–	–	0.01%	225
2016 Q4	$23K	Hold	100	–	–	0.01%	232
2016 Q3	$22K	Hold	100	–	–	0.01%	226
2016 Q2	$25K	Hold	100	–	–	0.01%	197
2016 Q1	$27K	Hold	100	–	–	0.01%	183
2015 Q4	$25K	Buy	+100	New	+$23.4K	0.01%	182

Other funds holding PSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's PSA Position: Q3 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Public Storage (PSA) in Q3 2018, closing a stake of 100 shares — an estimated $23K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in PSA in Q4 2015 and held it in 11 quarters. The position peaked at $27K in Q1 2016. 684 funds tracked by Wall St. Rank hold PSA as of Q3 2018.

Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Public Storage position as of Q3 2018 after selling out during the quarter.
Genovese Burford & Brothers Wealth & Retirement Plan Management sold 100 Public Storage shares in Q3 2018, an estimated $23K.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Public Storage in Q4 2015 and held it in 11 quarters.
Genovese Burford & Brothers Wealth & Retirement Plan Management's Public Storage position peaked at $27K in Q1 2016.
684 funds tracked by Wall St. Rank held Public Storage as of Q3 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2018, filed 13 Nov 2018.