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KMS Financial Services’s Public Storage PSA Stock Holding History

KMS Financial Services’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
2014
Q3 		$806K Buy
4,864
+228
+5% +$39.2K 0.11% 183
2014
Q2 		$795K Buy
4,636
+368
+9% +$63.1K 0.11% 189
2014
Q1 		$719K Buy
4,268
+205
+5% +$33.2K 0.11% 200
2013
Q4 		$611K Buy
4,063
+540
+15% +$86.3K 0.1% 221
2013
Q3 		$566K Buy
3,523
+1,089
+45% +$173K 0.14% 175
2013
Q2 		$373K Buy
+2,434
New +$384K 0.1% 232

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

KMS Financial Services's PSA Position: Q3 2014 in Review

KMS Financial Services increased its Public Storage (PSA) stake by 4.9% in Q3 2014, buying an estimated $39.2K and bringing the position to 4,864 shares worth $806K. The position accounts for 0.11% of the portfolio, ranked #183.

KMS Financial Services first reported a position in PSA in Q2 2013 and has held it in 6 quarters since. 481 funds tracked by Wall St. Rank hold PSA as of Q3 2014.

  • KMS Financial Services held 4,864 shares of Public Storage worth $806K as of Q3 2014.
  • KMS Financial Services bought 228 Public Storage shares in Q3 2014, an estimated $39.2K.
  • Public Storage made up 0.11% of KMS Financial Services's portfolio in Q3 2014, its #183 holding.
  • KMS Financial Services first reported a position in Public Storage in Q2 2013 and has held it in 6 quarters since.
  • 481 funds tracked by Wall St. Rank held Public Storage as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.