MPWT
PSA.PRR

MassMutual Private Wealth & Trust’s PUBLIC STORAGE DEPOSITORY SH REPSTG 1/1000TH PFD SER R PSA.PRR Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio PSA.PRR Stock Details PSA.PRR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		$146K Hold
5,800
– – 0.02% 337
2016
Q1 		$149K Sell
5,800
-375
-6% -$9.64K 0.02% 308
2015
Q4 		$160K Sell
6,175
-1,050
-15% -$27.2K 0.02% 294
2015
Q3 		$186K Sell
7,225
-1,000
-12% -$25.7K 0.04% 266
2015
Q2 		$212K Buy
8,225
+2,050
+33% +$52.9K 0.05% 257
2015
Q1 		$164K Sell
6,175
-1,050
-15% -$27.8K 0.03% 294
2014
Q4 		$188K Hold
7,225
– – 0.06% 190
2014
Q3 		$186K Sell
7,225
-1,000
-12% -$25.8K 0.04% 263
2014
Q2 		$212K Sell
8,225
-250
-3% -$6.36K 0.08% 168
2014
Q1 		$214K Buy
8,475
+2,475
+41% +$61K 0.12% 124
2013
Q4 		$140K Buy
+6,000
New +$143K 0.13% 123

Other funds holding PSA.PRR

RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
VHAM
Van Hulzen Asset Management El Dorado Hills, California $1.35B AUM 22.73% 1-Year Est. Return
FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.53B AUM 18.11% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
RC
Roundview Capital Princeton, New Jersey $1.61B AUM 16.92% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
GA
Geneva Advisors Chicago, Illinois $5.81B AUM 23.71% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return
CIA
Cascade Investment Advisors Oregon City, Oregon $183M AUM 29.64% 1-Year Est. Return
MWP
MYCIO Wealth Partners Philadelphia, Pennsylvania $502M AUM 11.65% 1-Year Est. Return

MassMutual Private Wealth & Trust's PSA.PRR Position: Q2 2016 in Review

MassMutual Private Wealth & Trust held its PUBLIC STORAGE DEPOSITORY SH REPSTG 1/1000TH PFD SER R (PSA.PRR) position steady in Q2 2016 at 5,800 shares worth $146K. The position accounts for 0.02% of the portfolio, ranked #337.

MassMutual Private Wealth & Trust first reported a position in PSA.PRR in Q4 2013 and has held it in 11 quarters since. The position peaked at $214K in Q1 2014. 11 funds tracked by Wall St. Rank hold PSA.PRR as of Q2 2016.

  • MassMutual Private Wealth & Trust held 5,800 shares of PUBLIC STORAGE DEPOSITORY SH REPSTG 1/1000TH PFD SER R worth $146K as of Q2 2016.
  • MassMutual Private Wealth & Trust left its PUBLIC STORAGE DEPOSITORY SH REPSTG 1/1000TH PFD SER R share count unchanged in Q2 2016.
  • PUBLIC STORAGE DEPOSITORY SH REPSTG 1/1000TH PFD SER R made up 0.02% of MassMutual Private Wealth & Trust's portfolio in Q2 2016, its #337 holding.
  • MassMutual Private Wealth & Trust first reported a position in PUBLIC STORAGE DEPOSITORY SH REPSTG 1/1000TH PFD SER R in Q4 2013 and has held it in 11 quarters since.
  • MassMutual Private Wealth & Trust's PUBLIC STORAGE DEPOSITORY SH REPSTG 1/1000TH PFD SER R position peaked at $214K in Q1 2014.
  • 11 funds tracked by Wall St. Rank held PUBLIC STORAGE DEPOSITORY SH REPSTG 1/1000TH PFD SER R as of Q2 2016.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2016, filed 10 Aug 2016.