Intellectus Partners’s Public Storage Depositary Shares Each Representing 1/1000 of a 5.625% Cumulative Preferred Share of PSA.PRU.CL Stock Holding History

Intellectus Partners’s Portfolio PSA.PRU.CL Stock Details PSA.PRU.CL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-369	Closed	-$9K	–	819
2017 Q2	$9K	Sell	369 -6	-2%	-$151	﹤0.01%	615
2017 Q1	$9K	Hold	375	–	–	﹤0.01%	551
2016 Q4	$9K	Buy	+375	New	+$9.26K	﹤0.01%	537

Other funds holding PSA.PRU.CL

CIM

CIM Investment Management Pittsburgh, Pennsylvania $375M AUM 32.03% 1-Year Est. Return

NIA

Northstar Investment Advisors Denver, Colorado $755M AUM 37.8% 1-Year Est. Return

BRC

Bell Rock Capital Rehoboth Beach, Delaware $81M AUM 9.85% 1-Year Est. Return

SIM

Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

Intellectus Partners's PSA.PRU.CL Position: Q3 2017 in Review

Intellectus Partners sold out of Public Storage Depositary Shares Each Representing 1/1000 of a 5.625% Cumulative Preferred Share of (PSA.PRU.CL) in Q3 2017, closing a stake of 369 shares — an estimated $9K sold.

Intellectus Partners first reported a position in PSA.PRU.CL in Q4 2016 and held it in 3 quarters. The position peaked at $9K in Q2 2017. 4 funds tracked by Wall St. Rank hold PSA.PRU.CL as of Q3 2017.

Intellectus Partners reported no remaining Public Storage Depositary Shares Each Representing 1/1000 of a 5.625% Cumulative Preferred Share of position as of Q3 2017 after selling out during the quarter.
Intellectus Partners sold 369 Public Storage Depositary Shares Each Representing 1/1000 of a 5.625% Cumulative Preferred Share of shares in Q3 2017, an estimated $9K.
Intellectus Partners first reported a position in Public Storage Depositary Shares Each Representing 1/1000 of a 5.625% Cumulative Preferred Share of in Q4 2016 and held it in 3 quarters.
Intellectus Partners's Public Storage Depositary Shares Each Representing 1/1000 of a 5.625% Cumulative Preferred Share of position peaked at $9K in Q2 2017.
4 funds tracked by Wall St. Rank held Public Storage Depositary Shares Each Representing 1/1000 of a 5.625% Cumulative Preferred Share of as of Q3 2017.

Based on Intellectus Partners's 13F filing for Q3 2017, filed 14 Nov 2017.