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Karp Capital Management’s Public Storage PSA Stock Holding History

Karp Capital Management’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
2015
Q4 		– Sell
-135
Closed -$29K – 241
2015
Q3 		$29K Hold
135
– – 0.02% 208
2015
Q2 		$25K Hold
135
– – 0.02% 225
2015
Q1 		$27K Hold
135
– – 0.02% 223
2014
Q4 		$25K Buy
+135
New +$24.4K 0.02% 218

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Karp Capital Management's PSA Position: Q4 2015 in Review

Karp Capital Management sold out of Public Storage (PSA) in Q4 2015, closing a stake of 135 shares — an estimated $29K sold.

Karp Capital Management first reported a position in PSA in Q4 2014 and held it in 4 quarters. The position peaked at $29K in Q3 2015. 564 funds tracked by Wall St. Rank hold PSA as of Q4 2015.

  • Karp Capital Management reported no remaining Public Storage position as of Q4 2015 after selling out during the quarter.
  • Karp Capital Management sold 135 Public Storage shares in Q4 2015, an estimated $29K.
  • Karp Capital Management first reported a position in Public Storage in Q4 2014 and held it in 4 quarters.
  • Karp Capital Management's Public Storage position peaked at $29K in Q3 2015.
  • 564 funds tracked by Wall St. Rank held Public Storage as of Q4 2015.

Based on Karp Capital Management's 13F filing for Q4 2015, filed 9 Feb 2016.