Lenox Wealth Management’s PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of PSA.PRX Stock Holding History

Lenox Wealth Management’s Portfolio PSA.PRX Stock Details PSA.PRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$16K	Hold	658	–	–	﹤0.01%	375
2020 Q1	$15K	Hold	658	–	–	0.01%	349
2019 Q4	$17K	Hold	658	–	–	﹤0.01%	377
2019 Q3	$16K	Hold	658	–	–	﹤0.01%	390
2019 Q2	$16K	Hold	658	–	–	﹤0.01%	378
2019 Q1	$16K	Hold	658	–	–	0.01%	389
2018 Q4	$15K	Sell	658 -2,376	-78%	-$53K	0.01%	340
2018 Q3	$11K	Buy	3,034 +2,376	+361%	+$58.5K	﹤0.01%	407
2018 Q2	$17K	Buy	+658	New	+$15.9K	0.01%	316

Other funds holding PSA.PRX

Capital Square Chattanooga, Tennessee $228M AUM 19.54% 1-Year Est. Return

WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return

ECM

Estabrook Capital Management New York $739M AUM 31.19% 1-Year Est. Return

ACA

Atlas Capital Advisors Jackson, Wyoming $914M AUM

RCA

Ranch Capital Advisors Sarasota, Florida $316M AUM 26.15% 1-Year Est. Return

SIM

Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

Lenox Wealth Management's PSA.PRX Position: Q2 2020 in Review

Lenox Wealth Management held its PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of (PSA.PRX) position steady in Q2 2020 at 658 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #375.

Lenox Wealth Management first reported a position in PSA.PRX in Q2 2018 and has held it in 9 quarters since. The position peaked at $17K in Q4 2019. 7 funds tracked by Wall St. Rank hold PSA.PRX as of Q2 2020.

Lenox Wealth Management held 658 shares of PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of worth $16K as of Q2 2020.
Lenox Wealth Management left its PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of share count unchanged in Q2 2020.
PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #375 holding.
Lenox Wealth Management first reported a position in PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of in Q2 2018 and has held it in 9 quarters since.
Lenox Wealth Management's PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of position peaked at $17K in Q4 2019.
7 funds tracked by Wall St. Rank held PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.