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La Francaise Forum Securities’s Public Storage PSA Stock Holding History

La Francaise Forum Securities’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
-351
Closed -$87K – 41
2015
Q4 		$87K Sell
351
-109
-24% -$25.5K 0.12% 43
2015
Q3 		$97K Sell
460
-262
-36% -$53.4K 0.11% 41
2015
Q2 		$133K Sell
722
-14,822
-95% -$2.84M 0.11% 40
2015
Q1 		$3.06M Buy
15,544
+158
+1% +$31.3K 2.01% 21
2014
Q4 		$2.84M Sell
15,386
-8,220
-35% -$1.49M 2.08% 18
2014
Q3 		$3.92M Sell
23,606
-6,430
-21% -$1.11M 3.13% 10
2014
Q2 		$5.15M Buy
30,036
+500
+2% +$85.7K 2.44% 14
2014
Q1 		$4.98M Sell
29,536
-618
-2% -$100K 2.51% 16
2013
Q4 		$4.54M Buy
30,154
+1,500
+5% +$240K 2.59% 14
2013
Q3 		$4.6M Sell
28,654
-17,291
-38% -$2.74M 2.25% 14
2013
Q2 		$7.04M Buy
+45,945
New +$7.24M 4.18% 6

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

La Francaise Forum Securities's PSA Position: Q1 2016 in Review

La Francaise Forum Securities sold out of Public Storage (PSA) in Q1 2016, closing a stake of 351 shares — an estimated $87K sold.

La Francaise Forum Securities first reported a position in PSA in Q2 2013 and held it in 11 quarters. The position peaked at $7.04M in Q2 2013. 589 funds tracked by Wall St. Rank hold PSA as of Q1 2016.

  • La Francaise Forum Securities reported no remaining Public Storage position as of Q1 2016 after selling out during the quarter.
  • La Francaise Forum Securities sold 351 Public Storage shares in Q1 2016, an estimated $87K.
  • La Francaise Forum Securities first reported a position in Public Storage in Q2 2013 and held it in 11 quarters.
  • La Francaise Forum Securities's Public Storage position peaked at $7.04M in Q2 2013.
  • 589 funds tracked by Wall St. Rank held Public Storage as of Q1 2016.

Based on La Francaise Forum Securities's 13F filing for Q1 2016, filed 10 May 2016.