M&R Capital Management’s Public Storage PSA Stock Holding History

M&R Capital 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
2017 Q4	–	Sell	-18	Closed	-$3K	–	558
2017 Q3	$3K	Hold	18	–	–	﹤0.01%	514
2017 Q2	$3K	Hold	18	–	–	﹤0.01%	509
2017 Q1	$3K	Buy	18 +3	+20%	+$664	﹤0.01%	511
2016 Q4	$3K	Hold	15	–	–	﹤0.01%	506
2016 Q3	$3K	Buy	+15	New	+$3.5K	﹤0.01%	495

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 $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

M&R Capital Management's PSA Position: Q4 2017 in Review

M&R Capital Management sold out of Public Storage (PSA) in Q4 2017, closing a stake of 18 shares — an estimated $3K sold.

M&R Capital Management first reported a position in PSA in Q3 2016 and held it in 5 quarters. The position peaked at $3K in Q3 2017. 673 funds tracked by Wall St. Rank hold PSA as of Q4 2017.

M&R Capital Management reported no remaining Public Storage position as of Q4 2017 after selling out during the quarter.
M&R Capital Management sold 18 Public Storage shares in Q4 2017, an estimated $3K.
M&R Capital Management first reported a position in Public Storage in Q3 2016 and held it in 5 quarters.
M&R Capital Management's Public Storage position peaked at $3K in Q3 2017.
673 funds tracked by Wall St. Rank held Public Storage as of Q4 2017.

Based on M&R Capital Management's 13F filing for Q4 2017, filed 14 Feb 2018.