HL Financial Services’s Public Storage PSA Stock Holding History

HL Financial Services’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
2019 Q1	$751K	Sell	3,449 -17	-0.5%	-$3.56K	0.01%	424
2018 Q4	$702K	Sell	3,466 -168	-5%	-$34.3K	0.01%	422
2018 Q3	$733K	Sell	3,634 -101	-3%	-$21.8K	0.01%	446
2018 Q2	$847K	Buy	3,735 +288	+8%	+$60K	0.01%	393
2018 Q1	$691K	Buy	+3,447	New	+$672K	0.01%	433
2016 Q4	–	Sell	-1,356	Closed	-$303K	–	688
2016 Q3	$303K	Sell	1,356 -10,252	-88%	-$2.39M	0.01%	534
2016 Q2	$2.97M	Buy	11,608 +13	+0.1%	+$3.34K	0.07%	162
2016 Q1	$3.2M	Sell	11,595 -1,330	-10%	-$335K	0.08%	150
2015 Q4	$3.2M	Buy	+12,925	New	+$3.03M	0.08%	152

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

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

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

AAMU

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

HL Financial Services's PSA Position: Q1 2019 in Review

HL Financial Services reduced its Public Storage (PSA) stake by 0.49% in Q1 2019, selling an estimated $3.56K and leaving 3,449 shares worth $751K. The position accounts for 0.01% of the portfolio, ranked #424.

HL Financial Services first reported a position in PSA in Q4 2015 and has held it in 9 quarters since. The position peaked at $3.2M in Q4 2015. 726 funds tracked by Wall St. Rank hold PSA as of Q1 2019.

HL Financial Services held 3,449 shares of Public Storage worth $751K as of Q1 2019.
HL Financial Services sold 17 Public Storage shares in Q1 2019, an estimated $3.56K.
Public Storage made up 0.01% of HL Financial Services's portfolio in Q1 2019, its #424 holding.
HL Financial Services first reported a position in Public Storage in Q4 2015 and has held it in 9 quarters since.
HL Financial Services's Public Storage position peaked at $3.2M in Q4 2015.
726 funds tracked by Wall St. Rank held Public Storage as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.