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Integrated Wealth Counsel’s Public Storage PSA Stock Holding History

Integrated Wealth Counsel’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
2015
Q4 		– Sell
-143
Closed -$30K – 85
2015
Q3 		$30K Hold
143
– – 0.05% 59
2015
Q2 		$26K Hold
143
– – 0.04% 61
2015
Q1 		$28K Buy
+143
New +$28.3K 0.04% 70
2014
Q3 		– Sell
-285
Closed -$49K – 85
2014
Q2 		$49K Sell
285
-13,700
-98% -$2.35M 0.04% 72
2014
Q1 		$2.36M Sell
13,985
-1,375
-9% -$223K 1.86% 14
2013
Q4 		$2.31M Sell
15,360
-1,892
-11% -$302K 1.7% 16
2013
Q3 		$2.77M Sell
17,252
-1,863
-10% -$295K 2.02% 15
2013
Q2 		$2.93M Buy
+19,115
New +$3.01M 2.11% 15

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return