IP
PSA.PRY.CL

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

Intellectus Partners’s Portfolio PSA.PRY.CL Stock Details PSA.PRY.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-97
Closed -$3K – 749
2017
Q3 		$3K Hold
97
– – ﹤0.01% 726
2017
Q2 		$3K Sell
97
-22
-18% -$598 ﹤0.01% 710
2017
Q1 		$3K Buy
119
+88
+284% +$2.36K ﹤0.01% 647
2016
Q4 		$1K Buy
+31
New +$836 ﹤0.01% 680

Other funds holding PSA.PRY.CL

ECM
EII Capital Management New York $774K AUM 22.41% 1-Year Est. Return
RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.7B AUM 23.97% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

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

Intellectus Partners sold out of Public Storage (PSA.PRY.CL) in Q4 2017, closing a stake of 97 shares — an estimated $3K sold.

Intellectus Partners first reported a position in PSA.PRY.CL in Q4 2016 and held it in 4 quarters. The position peaked at $3K in Q3 2017. 5 funds tracked by Wall St. Rank hold PSA.PRY.CL 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 97 Public Storage shares in Q4 2017, an estimated $3K.
  • 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 Q3 2017.
  • 5 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.