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 – 714
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 $6.77B AUM 27.42% 1-Year Est. Return
FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.53B AUM 18.11% 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