Kavar Capital Partners Group’s Public Storage PSA Stock Holding History

Kavar Capital Partners Group’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 Q1	–	Sell	-75	Closed	-$18K	–	316
2015 Q4	$18K	Hold	75	–	–	0.01%	231
2015 Q3	$15K	Hold	75	–	–	0.01%	248
2015 Q2	$13K	Buy	+75	New	+$14.4K	0.01%	286
2014 Q2	–	Sell	-75	Closed	-$12K	–	359
2014 Q1	$12K	Hold	75	–	–	0.01%	304
2013 Q4	$11K	Buy	+75	New	+$12K	0.01%	289

Other funds holding PSA

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 New York $609B AUM 40.19% 1-Year Est. Return

Kavar Capital Partners Group's PSA Position: Q1 2016 in Review

Kavar Capital Partners Group sold out of Public Storage (PSA) in Q1 2016, closing a stake of 75 shares — an estimated $18K sold.

Kavar Capital Partners Group first reported a position in PSA in Q4 2013 and held it in 5 quarters. The position peaked at $18K in Q4 2015. 589 funds tracked by Wall St. Rank hold PSA as of Q1 2016.

Kavar Capital Partners Group reported no remaining Public Storage position as of Q1 2016 after selling out during the quarter.
Kavar Capital Partners Group sold 75 Public Storage shares in Q1 2016, an estimated $18K.
Kavar Capital Partners Group first reported a position in Public Storage in Q4 2013 and held it in 5 quarters.
Kavar Capital Partners Group's Public Storage position peaked at $18K in Q4 2015.
589 funds tracked by Wall St. Rank held Public Storage as of Q1 2016.

Based on Kavar Capital Partners Group's 13F filing for Q1 2016, filed 13 May 2019.