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Marathon Capital Management’s Public Storage PSA Stock Holding History

Marathon 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
Q3 		– Sell
-14,050
Closed -$368K – 90
2017
Q2 		$368K Buy
+14,050
New +$3.02M 0.17% 52

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Marathon Capital Management's PSA Position: Q3 2017 in Review

Marathon Capital Management sold out of Public Storage (PSA) in Q3 2017, closing a stake of 14,050 shares — an estimated $368K sold.

Marathon Capital Management first reported a position in PSA in Q2 2017 and held it in 1 quarter. The position peaked at $368K in Q2 2017. 628 funds tracked by Wall St. Rank hold PSA as of Q3 2017.

  • Marathon Capital Management reported no remaining Public Storage position as of Q3 2017 after selling out during the quarter.
  • Marathon Capital Management sold 14,050 Public Storage shares in Q3 2017, an estimated $368K.
  • Marathon Capital Management first reported a position in Public Storage in Q2 2017 and held it in 1 quarter.
  • Marathon Capital Management's Public Storage position peaked at $368K in Q2 2017.
  • 628 funds tracked by Wall St. Rank held Public Storage as of Q3 2017.

Based on Marathon Capital Management's 13F filing for Q3 2017, filed 13 Nov 2017.