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Herndon Capital Management’s Public Storage PSA Stock Holding History

Herndon Capital 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
Q4 		– Sell
-14
Closed -$3K – 474
2016
Q3 		$3K Hold
14
– – ﹤0.01% 327
2016
Q2 		$4K Buy
+14
New +$3.59K ﹤0.01% 296

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Herndon Capital Management's PSA Position: Q4 2016 in Review

Herndon Capital Management sold out of Public Storage (PSA) in Q4 2016, closing a stake of 14 shares — an estimated $3K sold.

Herndon Capital Management first reported a position in PSA in Q2 2016 and held it in 2 quarters. The position peaked at $4K in Q2 2016. 621 funds tracked by Wall St. Rank hold PSA as of Q4 2016.

  • Herndon Capital Management reported no remaining Public Storage position as of Q4 2016 after selling out during the quarter.
  • Herndon Capital Management sold 14 Public Storage shares in Q4 2016, an estimated $3K.
  • Herndon Capital Management first reported a position in Public Storage in Q2 2016 and held it in 2 quarters.
  • Herndon Capital Management's Public Storage position peaked at $4K in Q2 2016.
  • 621 funds tracked by Wall St. Rank held Public Storage as of Q4 2016.

Based on Herndon Capital Management's 13F filing for Q4 2016, filed 2 Feb 2017.