IFP Advisors’s PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of PSA.PRV.CL Stock Holding History

IFP Advisors’s Portfolio PSA.PRV.CL Stock Details PSA.PRV.CL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-113	Closed	-$2.84K	–	3053
2020 Q1	$3K	Sell	113 -400	-78%	-$9.99K	﹤0.01%	2301
2019 Q4	$13K	Hold	513	–	–	﹤0.01%	1817
2019 Q3	$13K	Buy	+513	New	+$13K	﹤0.01%	1966

Other funds holding PSA.PRV.CL

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

AWM

Altavista Wealth Management Asheville, North Carolina $496M AUM 20.88% 1-Year Est. Return

SIM

Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

IFP Advisors's PSA.PRV.CL Position: Q2 2020 in Review

IFP Advisors sold out of PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of (PSA.PRV.CL) in Q2 2020, closing a stake of 113 shares — an estimated $2.84K sold.

IFP Advisors first reported a position in PSA.PRV.CL in Q3 2019 and held it in 3 quarters. The position peaked at $13K in Q4 2019. 3 funds tracked by Wall St. Rank hold PSA.PRV.CL as of Q2 2020.

IFP Advisors reported no remaining PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of position as of Q2 2020 after selling out during the quarter.
IFP Advisors sold 113 PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of shares in Q2 2020, an estimated $2.84K.
IFP Advisors first reported a position in PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of in Q3 2019 and held it in 3 quarters.
IFP Advisors's PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of position peaked at $13K in Q4 2019.
3 funds tracked by Wall St. Rank held PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of as of Q2 2020.

Based on IFP Advisors's 13F filing for Q2 2020, filed 5 Aug 2020.