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Keudell/Morrison Wealth Management’s Public Storage PSA Stock Holding History

Keudell/Morrison Wealth 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
2019
Q4 		– Sell
-1,142
Closed -$280K – 157
2019
Q3 		$280K Buy
+1,142
New +$287K 0.23% 115

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Keudell/Morrison Wealth Management's PSA Position: Q4 2019 in Review

Keudell/Morrison Wealth Management sold out of Public Storage (PSA) in Q4 2019, closing a stake of 1,142 shares — an estimated $280K sold.

Keudell/Morrison Wealth Management first reported a position in PSA in Q3 2019 and held it in 1 quarter. The position peaked at $280K in Q3 2019. 756 funds tracked by Wall St. Rank hold PSA as of Q4 2019.

  • Keudell/Morrison Wealth Management reported no remaining Public Storage position as of Q4 2019 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 1,142 Public Storage shares in Q4 2019, an estimated $280K.
  • Keudell/Morrison Wealth Management first reported a position in Public Storage in Q3 2019 and held it in 1 quarter.
  • Keudell/Morrison Wealth Management's Public Storage position peaked at $280K in Q3 2019.
  • 756 funds tracked by Wall St. Rank held Public Storage as of Q4 2019.

Based on Keudell/Morrison Wealth Management's 13F filing for Q4 2019, filed 29 Jan 2020.