LWM
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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 – 266
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 – 163
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return