Israel Discount Bank of New York’s Public Storage PSA Stock Holding History

Israel Discount Bank of New York’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
2019 Q2	–	Sell	-270	Closed	-$59K	–	288
2019 Q1	$59K	Hold	270	–	–	0.04%	167
2018 Q4	$55K	Buy	270 +65	+32%	+$13.3K	0.04%	158
2018 Q3	$41K	Sell	205 -275	-57%	-$59.4K	0.03%	251
2018 Q2	$109K	Hold	480	–	–	0.07%	119
2018 Q1	$96K	Hold	480	–	–	0.06%	131
2017 Q4	$100K	Hold	480	–	–	0.07%	125
2017 Q3	$103K	Buy	480 +25	+5%	+$5.17K	0.08%	118
2017 Q2	$95K	Hold	455	–	–	0.08%	129
2017 Q1	$100K	Buy	455 +30	+7%	+$6.64K	0.08%	121
2016 Q4	$95K	Buy	+425	New	+$90.4K	0.09%	141

Other funds holding PSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Israel Discount Bank of New York's PSA Position: Q2 2019 in Review

Israel Discount Bank of New York sold out of Public Storage (PSA) in Q2 2019, closing a stake of 270 shares — an estimated $59K sold.

Israel Discount Bank of New York first reported a position in PSA in Q4 2016 and held it in 10 quarters. The position peaked at $109K in Q2 2018. 699 funds tracked by Wall St. Rank hold PSA as of Q2 2019.

Israel Discount Bank of New York reported no remaining Public Storage position as of Q2 2019 after selling out during the quarter.
Israel Discount Bank of New York sold 270 Public Storage shares in Q2 2019, an estimated $59K.
Israel Discount Bank of New York first reported a position in Public Storage in Q4 2016 and held it in 10 quarters.
Israel Discount Bank of New York's Public Storage position peaked at $109K in Q2 2018.
699 funds tracked by Wall St. Rank held Public Storage as of Q2 2019.

Based on Israel Discount Bank of New York's 13F filing for Q2 2019, filed 14 Aug 2019.