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Independent Order of Foresters’s Public Storage PSA Stock Holding History

Independent Order of Foresters’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
2018
Q2 		– Sell
-32,266
Closed -$6.47M – 68
2018
Q1 		$6.47M Buy
32,266
+2,000
+7% +$390K 5.97% 2
2017
Q4 		$6.33M Sell
30,266
-5,243
-15% -$1.11M 5.6% 2
2017
Q3 		$7.6M Sell
35,509
-2,000
-5% -$413K 6.28% 2
2017
Q2 		$7.82M Buy
37,509
+2,000
+6% +$430K 6.49% 2
2017
Q1 		$7.77M Sell
35,509
-3,100
-8% -$687K 6.64% 2
2016
Q4 		$8.62M Sell
38,609
-700
-2% -$149K 7.26% 2
2016
Q3 		$8.77M Buy
39,309
+9,419
+32% +$2.2M 7.18% 2
2016
Q2 		$7.64M Hold
29,890
– – 5.65% 2
2016
Q1 		$8.24M Hold
29,890
– – 6.24% 2
2015
Q4 		$7.4M Hold
29,890
– – 5.82% 2
2015
Q3 		$6.33M Sell
29,890
-2,100
-7% -$428K 5.4% 2
2015
Q2 		$5.89M Hold
31,990
– – 5.6% 2
2015
Q1 		$6.31M Hold
31,990
– – 5.89% 2
2014
Q4 		$5.92M Hold
31,990
– – 6.12% 2
2014
Q3 		$5.3M Buy
31,990
+1,500
+5% +$258K 5.31% 3
2014
Q2 		$5.22M Buy
30,490
+16,100
+112% +$2.76M 4.7% 3
2014
Q1 		$2.42M Sell
14,390
-1,000
-6% -$162K 2.24% 6
2013
Q4 		$2.31M Hold
15,390
– – 2.29% 6
2013
Q3 		$2.47M Sell
15,390
-1,400
-8% -$222K 2.42% 5
2013
Q2 		$2.58M Buy
+16,790
New +$2.65M 2.59% 4

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Independent Order of Foresters's PSA Position: Q2 2018 in Review

Independent Order of Foresters sold out of Public Storage (PSA) in Q2 2018, closing a stake of 32,266 shares — an estimated $6.47M sold.

Independent Order of Foresters first reported a position in PSA in Q2 2013 and held it in 20 quarters. The position peaked at $8.77M in Q3 2016. 693 funds tracked by Wall St. Rank hold PSA as of Q2 2018.

  • Independent Order of Foresters reported no remaining Public Storage position as of Q2 2018 after selling out during the quarter.
  • Independent Order of Foresters sold 32,266 Public Storage shares in Q2 2018, an estimated $6.47M.
  • Independent Order of Foresters first reported a position in Public Storage in Q2 2013 and held it in 20 quarters.
  • Independent Order of Foresters's Public Storage position peaked at $8.77M in Q3 2016.
  • 693 funds tracked by Wall St. Rank held Public Storage as of Q2 2018.

Based on Independent Order of Foresters's 13F filing for Q2 2018, filed 31 Jul 2018.