McAdams Wright Ragen’s Public Storage PSA Stock Holding History

McAdams Wright Ragen’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
2014 Q3	$1.2M	Hold	7,216	–	–	0.07%	183
2014 Q2	$1.24M	Sell	7,216 -410	-5%	-$70.3K	0.07%	175
2014 Q1	$1.28M	Hold	7,626	–	–	0.08%	166
2013 Q4	$1.15M	Buy	+7,626	New	+$1.22M	0.08%	173
2013 Q3	–	Sell	-7,421	Closed	-$1.14M	–	355
2013 Q2	$1.14M	Buy	+7,421	New	+$1.17M	0.09%	161

Other funds holding PSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

McAdams Wright Ragen's PSA Position: Q3 2014 in Review

McAdams Wright Ragen held its Public Storage (PSA) position steady in Q3 2014 at 7,216 shares worth $1.2M. The position accounts for 0.07% of the portfolio, ranked #183.

McAdams Wright Ragen first reported a position in PSA in Q2 2013 and has held it in 5 quarters since. The position peaked at $1.28M in Q1 2014. 481 funds tracked by Wall St. Rank hold PSA as of Q3 2014.

McAdams Wright Ragen held 7,216 shares of Public Storage worth $1.2M as of Q3 2014.
McAdams Wright Ragen left its Public Storage share count unchanged in Q3 2014.
Public Storage made up 0.07% of McAdams Wright Ragen's portfolio in Q3 2014, its #183 holding.
McAdams Wright Ragen first reported a position in Public Storage in Q2 2013 and has held it in 5 quarters since.
McAdams Wright Ragen's Public Storage position peaked at $1.28M in Q1 2014.
481 funds tracked by Wall St. Rank held Public Storage as of Q3 2014.

Based on McAdams Wright Ragen's 13F filing for Q3 2014, filed 14 Nov 2014.