Lenox Wealth Advisors’s Public Storage PSA.PRT.CL Stock Holding History

Lenox Wealth Advisors’s Portfolio PSA.PRT.CL Stock Details PSA.PRT.CL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q3	–	Sell	-1,000	Closed	-$25K	–	315
2013 Q2	$25K	Buy	+1,000	New	+$25.6K	0.03%	60

Other funds holding PSA.PRT.CL

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Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

EII Capital Management New York $774K AUM 22.41% 1-Year Est. Return

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

Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return