KCM Investment Advisors’s Public Storage PSA.PRS.CL Stock Holding History

KCM Investment Advisors’s Portfolio PSA.PRS.CL Stock Details PSA.PRS.CL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-10,050	Closed	-$258K	–	569
2015 Q1	$258K	Sell	10,050 -2,500	-20%	-$63.9K	0.02%	458
2014 Q4	$317K	Sell	12,550 -2,700	-18%	-$68.1K	0.03%	410
2014 Q3	$379K	Sell	15,250 -3,700	-20%	-$91.6K	0.03%	370
2014 Q2	$462K	Sell	18,950 -10,725	-36%	-$263K	0.04%	331
2014 Q1	$702K	Sell	29,675 -13,700	-32%	-$315K	0.07%	258
2013 Q4	$937K	Sell	43,375 -37,175	-46%	-$820K	0.1%	216
2013 Q3	$1.84M	Sell	80,550 -5,217	-6%	-$122K	0.22%	134
2013 Q2	$2.14M	Buy	+85,767	New	+$2.23M	0.26%	114

Other funds holding PSA.PRS.CL

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SRIM

Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return

LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return

CNB

City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return

SOAMC

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

WesBanco Bank Wheeling, West Virginia $3.61B AUM 24.09% 1-Year Est. Return

ECM

Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return

RFA

Reilly Financial Advisors La Mesa, California $1.35B AUM 22.65% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

KCM Investment Advisors's PSA.PRS.CL Position: Q2 2015 in Review

KCM Investment Advisors sold out of Public Storage (PSA.PRS.CL) in Q2 2015, closing a stake of 10,050 shares — an estimated $258K sold.

KCM Investment Advisors first reported a position in PSA.PRS.CL in Q2 2013 and held it in 8 quarters. The position peaked at $2.14M in Q2 2013. 11 funds tracked by Wall St. Rank hold PSA.PRS.CL as of Q2 2015.

KCM Investment Advisors reported no remaining Public Storage position as of Q2 2015 after selling out during the quarter.
KCM Investment Advisors sold 10,050 Public Storage shares in Q2 2015, an estimated $258K.
KCM Investment Advisors first reported a position in Public Storage in Q2 2013 and held it in 8 quarters.
KCM Investment Advisors's Public Storage position peaked at $2.14M in Q2 2013.
11 funds tracked by Wall St. Rank held Public Storage as of Q2 2015.

Based on KCM Investment Advisors's 13F filing for Q2 2015, filed 14 Aug 2015.