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Kanaly Trust’s Public Storage PSA Stock Holding History

Kanaly Trust’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 		$23K Buy
101
+21
+26% +$4.47K ﹤0.01% 403
2016
Q3 		$18K Sell
80
-8
-9% -$1.87K ﹤0.01% 438
2016
Q2 		$22K Buy
88
+8
+10% +$2.05K ﹤0.01% 416
2016
Q1 		$22K Sell
80
-4
-5% -$1.01K ﹤0.01% 418
2015
Q4 		$21K Sell
84
-13
-13% -$3.04K ﹤0.01% 426
2015
Q3 		$21K Hold
97
– – ﹤0.01% 441
2015
Q2 		$18K Buy
97
+85
+708% +$16.3K ﹤0.01% 478
2015
Q1 		$2K Hold
12
– – ﹤0.01% 623
2014
Q4 		$2K Hold
12
– – ﹤0.01% 637
2014
Q3 		$2K Hold
12
– – ﹤0.01% 724
2014
Q2 		$2K Buy
+12
New +$2.06K ﹤0.01% 650

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

Kanaly Trust's PSA Position: Q4 2016 in Review

Kanaly Trust increased its Public Storage (PSA) stake by 26% in Q4 2016, buying an estimated $4.47K and bringing the position to 101 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #403.

Kanaly Trust first reported a position in PSA in Q2 2014 and has held it in 11 quarters since. 621 funds tracked by Wall St. Rank hold PSA as of Q4 2016.

  • Kanaly Trust held 101 shares of Public Storage worth $23K as of Q4 2016.
  • Kanaly Trust bought 21 Public Storage shares in Q4 2016, an estimated $4.47K.
  • Public Storage made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #403 holding.
  • Kanaly Trust first reported a position in Public Storage in Q2 2014 and has held it in 11 quarters since.
  • 621 funds tracked by Wall St. Rank held Public Storage as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.