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Global Endowment Management’s Public Storage PSA Stock Holding History

Global Endowment 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
Q1 		– Sell
-7,900
Closed -$1.65M – 235
2017
Q4 		$1.65M Buy
+7,900
New +$1.67M 0.24% 74
2017
Q2 		– Sell
-12,000
Closed -$2.63M – 262
2017
Q1 		$2.63M Buy
+12,000
New +$2.66M 0.38% 59
2016
Q4 		– Sell
-4,460
Closed -$995K – 274
2016
Q3 		$995K Buy
4,460
+60
+1% +$14K 0.16% 94
2016
Q2 		$1.13M Sell
4,400
-100
-2% -$25.7K 0.24% 60
2016
Q1 		$1.24M Sell
4,500
-6,500
-59% -$1.64M 0.27% 51
2015
Q4 		$2.72M Sell
11,000
-4,600
-29% -$1.08M 0.5% 35
2015
Q3 		$3.3M Buy
15,600
+4,400
+39% +$896K 0.49% 42
2015
Q2 		$2.06M Buy
+11,200
New +$2.15M 0.29% 110

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Global Endowment Management's PSA Position: Q1 2018 in Review

Global Endowment Management sold out of Public Storage (PSA) in Q1 2018, closing a stake of 7,900 shares — an estimated $1.65M sold.

Global Endowment Management first reported a position in PSA in Q2 2015 and held it in 8 quarters. The position peaked at $3.3M in Q3 2015. 679 funds tracked by Wall St. Rank hold PSA as of Q1 2018.

  • Global Endowment Management reported no remaining Public Storage position as of Q1 2018 after selling out during the quarter.
  • Global Endowment Management sold 7,900 Public Storage shares in Q1 2018, an estimated $1.65M.
  • Global Endowment Management first reported a position in Public Storage in Q2 2015 and held it in 8 quarters.
  • Global Endowment Management's Public Storage position peaked at $3.3M in Q3 2015.
  • 679 funds tracked by Wall St. Rank held Public Storage as of Q1 2018.

Based on Global Endowment Management's 13F filing for Q1 2018, filed 11 May 2018.