IR
PSA icon

Invictus RG’s Public Storage PSA Stock Holding History

Invictus RG’s Portfolio PSA Stock Details PSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,139
Closed -$254K – 737
2016
Q3 		$254K Sell
1,139
-139
-11% -$32.5K 0.2% 189
2016
Q2 		$327K Buy
+1,278
New +$328K 0.35% 91
2016
Q1 		– Sell
-1,338
Closed -$331K – 681
2015
Q4 		$331K Buy
+1,338
New +$313K 0.32% 106

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invictus RG's PSA Position: Q4 2016 in Review

Invictus RG sold out of Public Storage (PSA) in Q4 2016, closing a stake of 1,139 shares — an estimated $254K sold.

Invictus RG first reported a position in PSA in Q4 2015 and held it in 3 quarters. The position peaked at $331K in Q4 2015. 621 funds tracked by Wall St. Rank hold PSA as of Q4 2016.

  • Invictus RG reported no remaining Public Storage position as of Q4 2016 after selling out during the quarter.
  • Invictus RG sold 1,139 Public Storage shares in Q4 2016, an estimated $254K.
  • Invictus RG first reported a position in Public Storage in Q4 2015 and held it in 3 quarters.
  • Invictus RG's Public Storage position peaked at $331K in Q4 2015.
  • 621 funds tracked by Wall St. Rank held Public Storage as of Q4 2016.

Based on Invictus RG's 13F filing for Q4 2016, filed 14 Feb 2017.