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

LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

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 $495B AUM 43.24% 1-Year Est. Return

Lenox Wealth Advisors's PSA.PRT.CL Position: Q3 2013 in Review

Lenox Wealth Advisors sold out of Public Storage (PSA.PRT.CL) in Q3 2013, closing a stake of 1,000 shares — an estimated $25K sold.

Lenox Wealth Advisors first reported a position in PSA.PRT.CL in Q2 2013 and held it in 1 quarter. The position peaked at $25K in Q2 2013. 10 funds tracked by Wall St. Rank hold PSA.PRT.CL as of Q3 2013.

Lenox Wealth Advisors reported no remaining Public Storage position as of Q3 2013 after selling out during the quarter.
Lenox Wealth Advisors sold 1,000 Public Storage shares in Q3 2013, an estimated $25K.
Lenox Wealth Advisors first reported a position in Public Storage in Q2 2013 and held it in 1 quarter.
Lenox Wealth Advisors's Public Storage position peaked at $25K in Q2 2013.
10 funds tracked by Wall St. Rank held Public Storage as of Q3 2013.

Based on Lenox Wealth Advisors's 13F filing for Q3 2013, filed 22 Oct 2013.