Mosaic Family Wealth’s Public Storage PSA Stock Holding History

Mosaic Family Wealth’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
2019 Q2	–	Sell	-513	Closed	-$112K	–	501
2019 Q1	$112K	Hold	513	–	–	0.05%	219
2018 Q4	$104K	Hold	513	–	–	0.04%	219
2018 Q3	$107K	Hold	513	–	–	0.04%	216
2018 Q2	$116K	Hold	513	–	–	0.04%	207
2018 Q1	$103K	Hold	513	–	–	0.04%	219
2017 Q4	$107K	Hold	513	–	–	0.04%	228
2017 Q3	$110K	Hold	513	–	–	0.04%	253
2017 Q2	$107K	Sell	513 -250	-33%	-$53.8K	0.04%	247
2017 Q1	$167K	Sell	763 -8	-1%	-$1.77K	0.07%	195
2016 Q4	$172K	Hold	771	–	–	0.08%	183
2016 Q3	$172K	Buy	771 +250	+48%	+$58.4K	0.08%	182
2016 Q2	$134K	Hold	521	–	–	0.06%	197
2016 Q1	$143K	Buy	521 +8	+2%	+$2.02K	0.07%	179
2015 Q4	$127K	Buy	+513	New	+$120K	0.06%	189

Other funds holding PSA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Mosaic Family Wealth's PSA Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Public Storage (PSA) in Q2 2019, closing a stake of 513 shares — an estimated $112K sold.

Mosaic Family Wealth first reported a position in PSA in Q4 2015 and held it in 14 quarters. The position peaked at $172K in Q4 2016. 699 funds tracked by Wall St. Rank hold PSA as of Q2 2019.

Mosaic Family Wealth reported no remaining Public Storage position as of Q2 2019 after selling out during the quarter.
Mosaic Family Wealth sold 513 Public Storage shares in Q2 2019, an estimated $112K.
Mosaic Family Wealth first reported a position in Public Storage in Q4 2015 and held it in 14 quarters.
Mosaic Family Wealth's Public Storage position peaked at $172K in Q4 2016.
699 funds tracked by Wall St. Rank held Public Storage as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.