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Joel Isaacson & Co’s Public Storage PSA Stock Holding History

Joel Isaacson & Co’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
2014
Q1 		– Sell
-820
Closed -$123K – 578
2013
Q4 		$123K Buy
+820
New +$131K 0.04% 163

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Joel Isaacson & Co's PSA Position: Q1 2014 in Review

Joel Isaacson & Co sold out of Public Storage (PSA) in Q1 2014, closing a stake of 820 shares — an estimated $123K sold.

Joel Isaacson & Co first reported a position in PSA in Q4 2013 and held it in 1 quarter. The position peaked at $123K in Q4 2013. 473 funds tracked by Wall St. Rank hold PSA as of Q1 2014.

  • Joel Isaacson & Co reported no remaining Public Storage position as of Q1 2014 after selling out during the quarter.
  • Joel Isaacson & Co sold 820 Public Storage shares in Q1 2014, an estimated $123K.
  • Joel Isaacson & Co first reported a position in Public Storage in Q4 2013 and held it in 1 quarter.
  • Joel Isaacson & Co's Public Storage position peaked at $123K in Q4 2013.
  • 473 funds tracked by Wall St. Rank held Public Storage as of Q1 2014.

Based on Joel Isaacson & Co's 13F filing for Q1 2014, filed 11 Apr 2014.