Integrated Wealth Management (Palm Desert)’s Public Storage PSA Stock Holding History

Integrated Wealth Management (Palm Desert)’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	-1,175	Closed	-$263K	–	273
2016 Q4	$263K	Buy	1,175 +51	+5%	+$10.9K	0.1%	189
2016 Q3	$251K	Buy	1,124 +127	+13%	+$29.7K	0.09%	187
2016 Q2	$255K	Sell	997 -160	-14%	-$41.1K	0.1%	180
2016 Q1	$319K	Buy	1,157 +380	+49%	+$95.9K	0.13%	132
2015 Q4	$192K	Hold	777	–	–	0.08%	190
2015 Q3	$164K	Hold	777	–	–	0.07%	209
2015 Q2	$143K	Sell	777 -179	-19%	-$34.3K	0.06%	234
2015 Q1	$188K	Buy	+956	New	+$189K	0.08%	191

Other funds holding PSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s PSA Position: Q1 2017 in Review

Integrated Wealth Management (Palm Desert) sold out of Public Storage (PSA) in Q1 2017, closing a stake of 1,175 shares — an estimated $263K sold.

Integrated Wealth Management (Palm Desert) first reported a position in PSA in Q1 2015 and held it in 8 quarters. The position peaked at $319K in Q1 2016. 632 funds tracked by Wall St. Rank hold PSA as of Q1 2017.

Integrated Wealth Management (Palm Desert) reported no remaining Public Storage position as of Q1 2017 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 1,175 Public Storage shares in Q1 2017, an estimated $263K.
Integrated Wealth Management (Palm Desert) first reported a position in Public Storage in Q1 2015 and held it in 8 quarters.
Integrated Wealth Management (Palm Desert)'s Public Storage position peaked at $319K in Q1 2016.
632 funds tracked by Wall St. Rank held Public Storage as of Q1 2017.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.