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

M&R Capital Management’s Portfolio PSA.PRS.CL Stock Details PSA.PRS.CL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-13,000	Closed	-$329K	–	212
2014 Q4	$329K	Hold	13,000	–	–	0.08%	159
2014 Q3	$323K	Hold	13,000	–	–	0.08%	158
2014 Q2	$317K	Hold	13,000	–	–	0.07%	160
2014 Q1	$308K	Sell	13,000 -1,400	-10%	-$32.2K	0.07%	158
2013 Q4	$311	Hold	14,400	–	–	0.08%	156
2013 Q3	$328K	Hold	14,400	–	–	0.09%	144
2013 Q2	$360K	Buy	+14,400	New	+$375K	0.1%	132

Other funds holding PSA.PRS.CL

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

SRIM

Saratoga Research & Investment Management Saratoga, California $1.76B AUM 15.32% 1-Year Est. Return

LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return

CNB

City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return

SOAMC

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

WesBanco Bank Wheeling, West Virginia $3.61B AUM 24.09% 1-Year Est. Return

KIA

KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return

ECM

Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return

RFA

Reilly Financial Advisors La Mesa, California $1.35B AUM 22.65% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

M&R Capital Management's PSA.PRS.CL Position: Q1 2015 in Review

M&R Capital Management sold out of Public Storage (PSA.PRS.CL) in Q1 2015, closing a stake of 13,000 shares — an estimated $329K sold.

M&R Capital Management first reported a position in PSA.PRS.CL in Q2 2013 and held it in 7 quarters. The position peaked at $360K in Q2 2013. 11 funds tracked by Wall St. Rank hold PSA.PRS.CL as of Q1 2015.

M&R Capital Management reported no remaining Public Storage position as of Q1 2015 after selling out during the quarter.
M&R Capital Management sold 13,000 Public Storage shares in Q1 2015, an estimated $329K.
M&R Capital Management first reported a position in Public Storage in Q2 2013 and held it in 7 quarters.
M&R Capital Management's Public Storage position peaked at $360K in Q2 2013.
11 funds tracked by Wall St. Rank held Public Storage as of Q1 2015.

Based on M&R Capital Management's 13F filing for Q1 2015, filed 11 May 2015.