HCC
PSA.PRU.CL

Hirtle Callaghan & Co’s Public Storage Depositary Shares Each Representing 1/1000 of a 5.625% Cumulative Preferred Share of PSA.PRU.CL Stock Holding History

Hirtle Callaghan & Co’s Portfolio PSA.PRU.CL Stock Details PSA.PRU.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-225
Closed -$5K – 678
2013
Q4 		$5K Hold
225
– – ﹤0.01% 505
2013
Q3 		$5K Buy
+225
New +$5.03K ﹤0.01% 517

Other funds holding PSA.PRU.CL

HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
NIA
Northstar Investment Advisors Denver, Colorado $755M AUM 37.8% 1-Year Est. Return
CNB
City National Bank Beverly Hills, Delaware $11.6B AUM 3.11% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
RFA
Reilly Financial Advisors La Mesa, California $1.35B AUM 22.65% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Hirtle Callaghan & Co's PSA.PRU.CL Position: Q1 2014 in Review

Hirtle Callaghan & Co sold out of Public Storage Depositary Shares Each Representing 1/1000 of a 5.625% Cumulative Preferred Share of (PSA.PRU.CL) in Q1 2014, closing a stake of 225 shares — an estimated $5K sold.

Hirtle Callaghan & Co first reported a position in PSA.PRU.CL in Q3 2013 and held it in 2 quarters. The position peaked at $5K in Q4 2013. 8 funds tracked by Wall St. Rank hold PSA.PRU.CL as of Q1 2014.

  • Hirtle Callaghan & Co reported no remaining Public Storage Depositary Shares Each Representing 1/1000 of a 5.625% Cumulative Preferred Share of position as of Q1 2014 after selling out during the quarter.
  • Hirtle Callaghan & Co sold 225 Public Storage Depositary Shares Each Representing 1/1000 of a 5.625% Cumulative Preferred Share of shares in Q1 2014, an estimated $5K.
  • Hirtle Callaghan & Co first reported a position in Public Storage Depositary Shares Each Representing 1/1000 of a 5.625% Cumulative Preferred Share of in Q3 2013 and held it in 2 quarters.
  • Hirtle Callaghan & Co's Public Storage Depositary Shares Each Representing 1/1000 of a 5.625% Cumulative Preferred Share of position peaked at $5K in Q4 2013.
  • 8 funds tracked by Wall St. Rank held Public Storage Depositary Shares Each Representing 1/1000 of a 5.625% Cumulative Preferred Share of as of Q1 2014.

Based on Hirtle Callaghan & Co's 13F filing for Q1 2014, filed 2 May 2014.