Lenox Wealth Management’s Public Storage PSA Stock Holding History

Lenox Wealth Management’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
2019 Q4	–	Sell	-49	Closed	-$12K	–	738
2019 Q3	$12K	Hold	49	–	–	﹤0.01%	426
2019 Q2	$11K	Hold	49	–	–	﹤0.01%	424
2019 Q1	$11K	Sell	49 -304	-86%	-$63.6K	﹤0.01%	434
2018 Q4	$11K	Buy	+353	New	+$72.1K	﹤0.01%	376
2015 Q4	–	Sell	-200	Closed	-$5K	–	262
2015 Q3	$5K	Hold	200	–	–	﹤0.01%	127
2015 Q2	$5K	Hold	200	–	–	﹤0.01%	132
2015 Q1	$5K	Hold	200	–	–	﹤0.01%	135
2014 Q4	$5K	Buy	+200	New	+$36.2K	﹤0.01%	140
2014 Q3	–	Sell	-200	Closed	-$5K	–	161
2014 Q2	$5K	Hold	200	–	–	﹤0.01%	143
2014 Q1	$5K	Hold	200	–	–	﹤0.01%	161
2013 Q4	$5K	Buy	+200	New	+$32K	﹤0.01%	160

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

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

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

Cohen & Steers New York $63.2B AUM 17.15% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Lenox Wealth Management's PSA Position: Q4 2019 in Review

Lenox Wealth Management sold out of Public Storage (PSA) in Q4 2019, closing a stake of 49 shares — an estimated $12K sold.

Lenox Wealth Management first reported a position in PSA in Q4 2013 and held it in 11 quarters. The position peaked at $12K in Q3 2019. 757 funds tracked by Wall St. Rank hold PSA as of Q4 2019.

Lenox Wealth Management reported no remaining Public Storage position as of Q4 2019 after selling out during the quarter.
Lenox Wealth Management sold 49 Public Storage shares in Q4 2019, an estimated $12K.
Lenox Wealth Management first reported a position in Public Storage in Q4 2013 and held it in 11 quarters.
Lenox Wealth Management's Public Storage position peaked at $12K in Q3 2019.
757 funds tracked by Wall St. Rank held Public Storage as of Q4 2019.

Based on Lenox Wealth Management's 13F filing for Q4 2019, filed 29 Jan 2020.