MSI Financial Services’s Public Storage PSA Stock Holding History

MSI Financial 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
2016 Q4	$576K	Buy	2,575 +247	+11%	+$52.6K	0.02%	646
2016 Q3	$520K	Sell	2,328 -875	-27%	-$204K	0.02%	661
2016 Q2	$819K	Buy	3,203 +1,037	+48%	+$266K	0.03%	464
2016 Q1	$597K	Buy	2,166 +390	+22%	+$98.4K	0.03%	539
2015 Q4	$440K	Buy	1,776 +1,519	+591%	+$356K	0.02%	601
2015 Q3	$54K	Buy	257 +76	+42%	+$15.5K	﹤0.01%	1179
2015 Q2	$33K	Hold	181	–	–	﹤0.01%	1538
2015 Q1	$36K	Buy	181 +174	+2,486%	+$34.5K	﹤0.01%	1490
2014 Q4	$1K	Sell	7 -8	-53%	-$1.45K	﹤0.01%	2527
2014 Q3	$2K	Buy	15 +3	+25%	+$516	﹤0.01%	2414
2014 Q2	$2K	Buy	12 +5	+71%	+$857	﹤0.01%	2361
2014 Q1	$1K	Hold	7	–	–	﹤0.01%	2405
2013 Q4	$1K	Sell	7 -25	-78%	-$4K	﹤0.01%	2390
2013 Q3	$5K	Hold	32	–	–	﹤0.01%	1704
2013 Q2	$5K	Buy	+32	New	+$5.04K	﹤0.01%	1828

Other funds holding PSA

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

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

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

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

BIT

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

BFA

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

AAMU

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MSI Financial Services's PSA Position: Q4 2016 in Review

MSI Financial Services increased its Public Storage (PSA) stake by 11% in Q4 2016, buying an estimated $52.6K and bringing the position to 2,575 shares worth $576K. The position accounts for 0.02% of the portfolio, ranked #646.

MSI Financial Services first reported a position in PSA in Q2 2013 and has held it in 15 quarters since. The position peaked at $819K in Q2 2016. 621 funds tracked by Wall St. Rank hold PSA as of Q4 2016.

MSI Financial Services held 2,575 shares of Public Storage worth $576K as of Q4 2016.
MSI Financial Services bought 247 Public Storage shares in Q4 2016, an estimated $52.6K.
Public Storage made up 0.02% of MSI Financial Services's portfolio in Q4 2016, its #646 holding.
MSI Financial Services first reported a position in Public Storage in Q2 2013 and has held it in 15 quarters since.
MSI Financial Services's Public Storage position peaked at $819K in Q2 2016.
621 funds tracked by Wall St. Rank held Public Storage as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.