Gerstein Fisher’s Public Storage PSA Stock Holding History

Gerstein Fisher’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
2016 Q3	$1.27M	Buy	5,678 +692	+14%	+$162K	0.16%	129
2016 Q2	$1.27M	Buy	4,986 +2,093	+72%	+$537K	0.17%	123
2016 Q1	$798K	Buy	2,893 +1,197	+71%	+$302K	0.11%	161
2015 Q4	$420K	Sell	1,696 -87	-5%	-$20.4K	0.06%	256
2015 Q3	$377K	Buy	1,783 +35	+2%	+$7.13K	0.06%	274
2015 Q2	$322K	Sell	1,748 -134	-7%	-$25.7K	0.05%	306
2015 Q1	$371K	Buy	1,882 +5	+0.3%	+$990	0.06%	276
2014 Q4	$349K	Sell	1,877 -46	-2%	-$8.33K	0.06%	271
2014 Q3	$319K	Buy	+1,923	New	+$331K	0.06%	279
2014 Q2	–	Sell	-2,139	Closed	-$360K	–	349
2014 Q1	$360K	Sell	2,139 -8,245	-79%	-$1.33M	0.07%	221
2013 Q4	$1.56M	Buy	10,384 +5,573	+116%	+$891K	0.06%	239
2013 Q3	$772K	Sell	4,811 -460	-9%	-$72.9K	0.17%	117
2013 Q2	$808K	Buy	+5,271	New	+$831K	0.19%	103

Other funds holding PSA

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

AAMU

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Gerstein Fisher's PSA Position: Q3 2016 in Review

Gerstein Fisher increased its Public Storage (PSA) stake by 14% in Q3 2016, buying an estimated $162K and bringing the position to 5,678 shares worth $1.27M. The position accounts for 0.16% of the portfolio, ranked #129.

Gerstein Fisher first reported a position in PSA in Q2 2013 and has held it in 13 quarters since. The position peaked at $1.56M in Q4 2013. 596 funds tracked by Wall St. Rank hold PSA as of Q3 2016.

Gerstein Fisher held 5,678 shares of Public Storage worth $1.27M as of Q3 2016.
Gerstein Fisher bought 692 Public Storage shares in Q3 2016, an estimated $162K.
Public Storage made up 0.16% of Gerstein Fisher's portfolio in Q3 2016, its #129 holding.
Gerstein Fisher first reported a position in Public Storage in Q2 2013 and has held it in 13 quarters since.
Gerstein Fisher's Public Storage position peaked at $1.56M in Q4 2013.
596 funds tracked by Wall St. Rank held Public Storage as of Q3 2016.

Based on Gerstein Fisher's 13F filing for Q3 2016, filed 15 Nov 2016.