IP
PSA.PRD

Intellectus Partners’s Public Storage PSA.PRD Stock Holding History

Intellectus Partners’s Portfolio PSA.PRD Stock Details PSA.PRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-93
Closed -$2K – 693
2017
Q3 		$2K Hold
93
– – ﹤0.01% 738
2017
Q2 		$2K Sell
93
-21
-18% -$505 ﹤0.01% 725
2017
Q1 		$3K Buy
114
+84
+280% +$1.86K ﹤0.01% 641
2016
Q4 		$1K Buy
+30
New +$689 ﹤0.01% 670

Other funds holding PSA.PRD

EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BRC
Bell Rock Capital Rehoboth Beach, Delaware $81M AUM 9.85% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Intellectus Partners's PSA.PRD Position: Q4 2017 in Review

Intellectus Partners sold out of Public Storage (PSA.PRD) in Q4 2017, closing a stake of 93 shares — an estimated $2K sold.

Intellectus Partners first reported a position in PSA.PRD in Q4 2016 and held it in 4 quarters. The position peaked at $3K in Q1 2017. 4 funds tracked by Wall St. Rank hold PSA.PRD as of Q4 2017.

  • Intellectus Partners reported no remaining Public Storage position as of Q4 2017 after selling out during the quarter.
  • Intellectus Partners sold 93 Public Storage shares in Q4 2017, an estimated $2K.
  • Intellectus Partners first reported a position in Public Storage in Q4 2016 and held it in 4 quarters.
  • Intellectus Partners's Public Storage position peaked at $3K in Q1 2017.
  • 4 funds tracked by Wall St. Rank held Public Storage as of Q4 2017.

Based on Intellectus Partners's 13F filing for Q4 2017, filed 13 Feb 2018.