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McKinley Carter Wealth Services’s Public Storage PSA Stock Holding History

McKinley Carter Wealth Services’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
2018
Q2 		– Sell
-200
Closed -$40K – 326
2018
Q1 		$40K Buy
+200
New +$39K 0.01% 281

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 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

McKinley Carter Wealth Services's PSA Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of Public Storage (PSA) in Q2 2018, closing a stake of 200 shares — an estimated $40K sold.

McKinley Carter Wealth Services first reported a position in PSA in Q1 2018 and held it in 1 quarter. The position peaked at $40K in Q1 2018. 692 funds tracked by Wall St. Rank hold PSA as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining Public Storage position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 200 Public Storage shares in Q2 2018, an estimated $40K.
  • McKinley Carter Wealth Services first reported a position in Public Storage in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's Public Storage position peaked at $40K in Q1 2018.
  • 692 funds tracked by Wall St. Rank held Public Storage as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.