Legacy Advisors’s Public Storage PSA Stock Holding History

Legacy Advisors’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
2018 Q2	–	Sell	-7	Closed	-$1K	–	448
2018 Q1	$1K	Buy	+7	New	+$1.36K	﹤0.01%	369
2017 Q4	–	Sell	-16	Closed	-$3K	–	413
2017 Q3	$3K	Buy	+16	New	+$3.31K	﹤0.01%	313

Other funds holding PSA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Legacy Advisors's PSA Position: Q2 2018 in Review

Legacy Advisors sold out of Public Storage (PSA) in Q2 2018, closing a stake of 7 shares — an estimated $1K sold.

Legacy Advisors first reported a position in PSA in Q3 2017 and held it in 2 quarters. The position peaked at $3K in Q3 2017. 692 funds tracked by Wall St. Rank hold PSA as of Q2 2018.

Legacy Advisors reported no remaining Public Storage position as of Q2 2018 after selling out during the quarter.
Legacy Advisors sold 7 Public Storage shares in Q2 2018, an estimated $1K.
Legacy Advisors first reported a position in Public Storage in Q3 2017 and held it in 2 quarters.
Legacy Advisors's Public Storage position peaked at $3K in Q3 2017.
692 funds tracked by Wall St. Rank held Public Storage as of Q2 2018.

Based on Legacy Advisors's 13F filing for Q2 2018, filed 19 Jul 2018.