MPWT
PSA.PRY.CL

MassMutual Private Wealth & Trust’s Public Storage PSA.PRY.CL Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio PSA.PRY.CL Stock Details PSA.PRY.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		$1.92M Sell
68,050
-2,650
-4% -$74.6K 0.24% 119
2016
Q1 		$1.97M Buy
70,700
+13,450
+23% +$368K 0.27% 106
2015
Q4 		$1.58M Buy
+57,250
New +$1.55M 0.23% 117
2015
Q2 		– Sell
-7,625
Closed -$205K – 850
2015
Q1 		$205K Buy
+7,625
New +$203K 0.03% 273

Other funds holding PSA.PRY.CL

RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
ECM
EII Capital Management New York $774K AUM 22.41% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.7B AUM 23.97% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SFG
SevenBridge Financial Group Harrisburg, Pennsylvania $680M AUM 30.75% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

MassMutual Private Wealth & Trust reduced its Public Storage (PSA.PRY.CL) stake by 3.7% in Q2 2016, selling an estimated $74.6K and leaving 68,050 shares worth $1.92M. The position accounts for 0.24% of the portfolio, ranked #119.

MassMutual Private Wealth & Trust first reported a position in PSA.PRY.CL in Q1 2015 and has held it in 4 quarters since. The position peaked at $1.97M in Q1 2016. 9 funds tracked by Wall St. Rank hold PSA.PRY.CL as of Q2 2016.

  • MassMutual Private Wealth & Trust held 68,050 shares of Public Storage worth $1.92M as of Q2 2016.
  • MassMutual Private Wealth & Trust sold 2,650 Public Storage shares in Q2 2016, an estimated $74.6K.
  • Public Storage made up 0.24% of MassMutual Private Wealth & Trust's portfolio in Q2 2016, its #119 holding.
  • MassMutual Private Wealth & Trust first reported a position in Public Storage in Q1 2015 and has held it in 4 quarters since.
  • MassMutual Private Wealth & Trust's Public Storage position peaked at $1.97M in Q1 2016.
  • 9 funds tracked by Wall St. Rank held Public Storage as of Q2 2016.

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