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Independent Portfolio Consultants’s Public Storage PSA Stock Holding History

Independent Portfolio Consultants’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
2017
Q1 		– Sell
-33
Closed -$7K – 886
2016
Q4 		$7K Buy
+33
New +$7.02K ﹤0.01% 722
2015
Q2 		– Sell
-6
Closed -$1K – 998
2015
Q1 		$1K Buy
+6
New +$1.19K ﹤0.01% 957
2014
Q4 		– Sell
-2,678
Closed -$444K – 859
2014
Q3 		$444K Buy
2,678
+405
+18% +$69.6K 0.12% 254
2014
Q2 		$389K Buy
2,273
+413
+22% +$70.8K 0.11% 323
2014
Q1 		$313K Sell
1,860
-330
-15% -$53.4K 0.1% 353
2013
Q4 		$330K Hold
2,190
– – 0.12% 350
2013
Q3 		$352K Buy
2,190
+225
+11% +$35.6K 0.14% 317
2013
Q2 		$301K Buy
+1,965
New +$310K 0.14% 325

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Independent Portfolio Consultants's PSA Position: Q1 2017 in Review

Independent Portfolio Consultants sold out of Public Storage (PSA) in Q1 2017, closing a stake of 33 shares — an estimated $7K sold.

Independent Portfolio Consultants first reported a position in PSA in Q2 2013 and held it in 8 quarters. The position peaked at $444K in Q3 2014. 632 funds tracked by Wall St. Rank hold PSA as of Q1 2017.

  • Independent Portfolio Consultants reported no remaining Public Storage position as of Q1 2017 after selling out during the quarter.
  • Independent Portfolio Consultants sold 33 Public Storage shares in Q1 2017, an estimated $7K.
  • Independent Portfolio Consultants first reported a position in Public Storage in Q2 2013 and held it in 8 quarters.
  • Independent Portfolio Consultants's Public Storage position peaked at $444K in Q3 2014.
  • 632 funds tracked by Wall St. Rank held Public Storage as of Q1 2017.

Based on Independent Portfolio Consultants's 13F filing for Q1 2017, filed 25 Apr 2017.