IA
PSA.PRW

IFP Advisors’s Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of PSA.PRW Stock Holding History

IFP Advisors’s Portfolio PSA.PRW Stock Details PSA.PRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		$13K Buy
+546
New +$13K ﹤0.01% 1521
2016
Q2 		– Sell
-546
Closed -$13K – 4175
2016
Q1 		$13K Buy
+546
New +$13.8K ﹤0.01% 1521

Other funds holding PSA.PRW

AAM
AR Asset Management West Hollywood, California $517M AUM 18.31% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $3.61B AUM 24.09% 1-Year Est. Return
CCM
Cribstone Capital Management Augusta, Maine $172M AUM 13.58% 1-Year Est. Return
QAM
QCI Asset Management Pittsford, New York $1.72B AUM 25.41% 1-Year Est. Return
BRC
Bell Rock Capital Rehoboth Beach, Delaware $81M AUM 9.85% 1-Year Est. Return
SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

IFP Advisors's PSA.PRW Position: Q1 2019 in Review

IFP Advisors opened a new position in Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of (PSA.PRW) in Q1 2019: 546 shares worth $13K. The stake represents ﹤0.01% of the portfolio and ranks #1521 among its holdings. This is a return to the name: IFP Advisors previously reported a position in PSA.PRW as recently as Q1 2016.

IFP Advisors first reported a position in PSA.PRW in Q1 2016 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold PSA.PRW as of Q1 2019.

  • IFP Advisors held 546 shares of Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of worth $13K as of Q1 2019.
  • Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of was a new IFP Advisors position in Q1 2019.
  • Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of made up ﹤0.01% of IFP Advisors's portfolio in Q1 2019, its #1521 holding.
  • IFP Advisors first reported a position in Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of in Q1 2016 and has held it in 2 quarters since.
  • 7 funds tracked by Wall St. Rank held Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.