GWM
PSA icon

Gupta Wealth Management’s Public Storage PSA Stock Holding History

Gupta Wealth 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
2016
Q1 		– Sell
-10
Closed -$2K – 1254
2015
Q4 		$2K Hold
10
– – ﹤0.01% 1132
2015
Q3 		$2K Hold
10
– – ﹤0.01% 1145
2015
Q2 		$2K Hold
10
– – ﹤0.01% 1149
2015
Q1 		$2K Buy
+10
New +$1.98K ﹤0.01% 1024

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Gupta Wealth Management's PSA Position: Q1 2016 in Review

Gupta Wealth Management sold out of Public Storage (PSA) in Q1 2016, closing a stake of 10 shares — an estimated $2K sold.

Gupta Wealth Management first reported a position in PSA in Q1 2015 and held it in 4 quarters. The position peaked at $2K in Q4 2015. 589 funds tracked by Wall St. Rank hold PSA as of Q1 2016.

  • Gupta Wealth Management reported no remaining Public Storage position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 10 Public Storage shares in Q1 2016, an estimated $2K.
  • Gupta Wealth Management first reported a position in Public Storage in Q1 2015 and held it in 4 quarters.
  • Gupta Wealth Management's Public Storage position peaked at $2K in Q4 2015.
  • 589 funds tracked by Wall St. Rank held Public Storage as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.