IP
PSA.PRS.CL

Intellectus Partners’s Public Storage PSA.PRS.CL Stock Holding History

Intellectus Partners’s Portfolio PSA.PRS.CL Stock Details PSA.PRS.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-237
Closed -$6K – 827
2017
Q1 		$6K Buy
237
+172
+265% +$4.32K ﹤0.01% 590
2016
Q4 		$2K Buy
+65
New +$1.63K ﹤0.01% 660

Other funds holding PSA.PRS.CL

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
ECM
Estabrook Capital Management New York $739M AUM 31.19% 1-Year Est. Return
CCM
Cribstone Capital Management Augusta, Maine $172M AUM 13.58% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Intellectus Partners's PSA.PRS.CL Position: Q2 2017 in Review

Intellectus Partners sold out of Public Storage (PSA.PRS.CL) in Q2 2017, closing a stake of 237 shares — an estimated $6K sold.

Intellectus Partners first reported a position in PSA.PRS.CL in Q4 2016 and held it in 2 quarters. The position peaked at $6K in Q1 2017. 7 funds tracked by Wall St. Rank hold PSA.PRS.CL as of Q2 2017.

  • Intellectus Partners reported no remaining Public Storage position as of Q2 2017 after selling out during the quarter.
  • Intellectus Partners sold 237 Public Storage shares in Q2 2017, an estimated $6K.
  • Intellectus Partners first reported a position in Public Storage in Q4 2016 and held it in 2 quarters.
  • Intellectus Partners's Public Storage position peaked at $6K in Q1 2017.
  • 7 funds tracked by Wall St. Rank held Public Storage as of Q2 2017.

Based on Intellectus Partners's 13F filing for Q2 2017, filed 15 Aug 2017.