IP
PSA.PRV.CL

Intellectus Partners’s PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of PSA.PRV.CL Stock Holding History

Intellectus Partners’s Portfolio PSA.PRV.CL Stock Details PSA.PRV.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-389
Closed -$10K – 713
2017
Q3 		$10K Hold
389
– – ﹤0.01% 620
2017
Q2 		$10K Sell
389
-7
-2% -$176 ﹤0.01% 604
2017
Q1 		$10K Hold
396
– – 0.01% 541
2016
Q4 		$9K Buy
+396
New +$9.54K ﹤0.01% 536

Other funds holding PSA.PRV.CL

CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.7B AUM 23.97% 1-Year Est. Return
AWM
Altavista Wealth Management Asheville, North Carolina $496M AUM 20.88% 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.PRV.CL Position: Q4 2017 in Review

Intellectus Partners sold out of PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of (PSA.PRV.CL) in Q4 2017, closing a stake of 389 shares — an estimated $10K sold.

Intellectus Partners first reported a position in PSA.PRV.CL in Q4 2016 and held it in 4 quarters. The position peaked at $10K in Q3 2017. 5 funds tracked by Wall St. Rank hold PSA.PRV.CL as of Q4 2017.

  • Intellectus Partners reported no remaining PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of position as of Q4 2017 after selling out during the quarter.
  • Intellectus Partners sold 389 PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of shares in Q4 2017, an estimated $10K.
  • Intellectus Partners first reported a position in PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of in Q4 2016 and held it in 4 quarters.
  • Intellectus Partners's PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of position peaked at $10K in Q3 2017.
  • 5 funds tracked by Wall St. Rank held PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of as of Q4 2017.

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