Gideon Capital Advisors’s Public Storage PSA Stock Holding History

Gideon Capital Advisors’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
2020 Q1	–	Sell	-5,281	Closed	-$1.13M	–	166
2019 Q4	$1.13M	Sell	5,281 -17,188	-76%	-$3.81M	0.39%	103
2019 Q3	$5.51M	Buy	+22,469	New	+$5.64M	1.8%	2
2019 Q2	–	Sell	-9,932	Closed	-$2.16M	–	400
2019 Q1	$2.16M	Buy	+9,932	New	+$2.08M	0.77%	25
2018 Q4	–	Sell	-6,684	Closed	-$1.35M	–	480
2018 Q3	$1.35M	Buy	6,684 +3,216	+93%	+$694K	0.63%	25
2018 Q2	$787K	Buy	3,468 +1,283	+59%	+$267K	0.39%	65
2018 Q1	$438K	Buy	+2,185	New	+$426K	0.27%	141
2017 Q2	–	Sell	-3,889	Closed	-$851K	–	370
2017 Q1	$851K	Buy	+3,889	New	+$861K	0.51%	26
2016 Q3	–	Sell	-1,770	Closed	-$452K	–	262
2016 Q2	$452K	Buy	+1,770	New	+$454K	0.26%	107
2014 Q3	–	Sell	-3,709	Closed	-$636K	–	347
2014 Q2	$636K	Buy	+3,709	New	+$636K	0.23%	133
2014 Q1	–	Sell	-2,885	Closed	-$434K	–	276
2013 Q4	$434K	Buy	+2,885	New	+$461K	0.26%	109

Other funds holding PSA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

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

AAMU

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Gideon Capital Advisors's PSA Position: Q1 2020 in Review

Gideon Capital Advisors sold out of Public Storage (PSA) in Q1 2020, closing a stake of 5,281 shares — an estimated $1.13M sold.

Gideon Capital Advisors first reported a position in PSA in Q4 2013 and held it in 10 quarters. The position peaked at $5.51M in Q3 2019. 723 funds tracked by Wall St. Rank hold PSA as of Q1 2020.

Gideon Capital Advisors reported no remaining Public Storage position as of Q1 2020 after selling out during the quarter.
Gideon Capital Advisors sold 5,281 Public Storage shares in Q1 2020, an estimated $1.13M.
Gideon Capital Advisors first reported a position in Public Storage in Q4 2013 and held it in 10 quarters.
Gideon Capital Advisors's Public Storage position peaked at $5.51M in Q3 2019.
723 funds tracked by Wall St. Rank held Public Storage as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.