LifePlan Financial Group’s Public Storage PSA Stock Holding History

LifePlan Financial Group’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
2020 Q2	–	Sell	-1,079	Closed	-$214K	–	585
2020 Q1	$214K	Hold	1,079	–	–	0.12%	110
2019 Q4	$230K	Hold	1,079	–	–	0.1%	124
2019 Q3	$265K	Hold	1,079	–	–	0.12%	114
2019 Q2	$257K	Hold	1,079	–	–	0.12%	114
2019 Q1	$235K	Hold	1,079	–	–	0.13%	115
2018 Q4	$218K	Hold	1,079	–	–	0.14%	113
2018 Q3	$218K	Hold	1,079	–	–	0.12%	119
2018 Q2	$245K	Hold	1,079	–	–	0.14%	107
2018 Q1	$216K	Hold	1,079	–	–	0.13%	107
2017 Q4	$231K	Hold	1,079	–	–	0.15%	101
2017 Q3	$231K	Hold	1,079	–	–	0.15%	101
2017 Q2	$225K	Hold	1,079	–	–	0.15%	100
2017 Q1	$236K	Hold	1,079	–	–	0.16%	101
2016 Q4	$241K	Buy	+1,079	New	+$230K	0.17%	106
2016 Q2	–	Sell	-778	Closed	-$215K	–	102
2016 Q1	$215K	Buy	+778	New	+$196K	0.15%	91
2014 Q2	–	Sell	-420	Closed	-$71K	–	179
2014 Q1	$71K	Hold	420	–	–	0.06%	101
2013 Q4	$63K	Hold	420	–	–	0.04%	104
2013 Q3	$67K	Buy	+420	New	+$66.5K	0.05%	92

Other funds holding PSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

LifePlan Financial Group's PSA Position: Q2 2020 in Review

LifePlan Financial Group sold out of Public Storage (PSA) in Q2 2020, closing a stake of 1,079 shares — an estimated $214K sold.

LifePlan Financial Group first reported a position in PSA in Q3 2013 and held it in 18 quarters. The position peaked at $265K in Q3 2019. 720 funds tracked by Wall St. Rank hold PSA as of Q2 2020.

LifePlan Financial Group reported no remaining Public Storage position as of Q2 2020 after selling out during the quarter.
LifePlan Financial Group sold 1,079 Public Storage shares in Q2 2020, an estimated $214K.
LifePlan Financial Group first reported a position in Public Storage in Q3 2013 and held it in 18 quarters.
LifePlan Financial Group's Public Storage position peaked at $265K in Q3 2019.
720 funds tracked by Wall St. Rank held Public Storage as of Q2 2020.

Based on LifePlan Financial Group's 13F filing for Q2 2020, filed 30 Jul 2020.