MWP
PSA.PRS.CL

MYCIO Wealth Partners’s Public Storage PSA.PRS.CL Stock Holding History

MYCIO Wealth Partners’s Portfolio PSA.PRS.CL Stock Details PSA.PRS.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-77
Closed -$2K – 1208
2016
Q2 		$2K Buy
77
+35
+83% +$904 ﹤0.01% 963
2016
Q1 		$1K Buy
+42
New +$1.08K ﹤0.01% 838
2015
Q4 		– Sell
-272
Closed -$7K – 972
2015
Q3 		$7K Buy
+272
New +$6.87K ﹤0.01% 631

Other funds holding PSA.PRS.CL

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.76B AUM 15.32% 1-Year Est. Return
LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
ECM
Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return
WRM
Westport Resources Management Westport, Connecticut $138M AUM 14.6% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MYCIO Wealth Partners's PSA.PRS.CL Position: Q3 2016 in Review

MYCIO Wealth Partners sold out of Public Storage (PSA.PRS.CL) in Q3 2016, closing a stake of 77 shares — an estimated $2K sold.

MYCIO Wealth Partners first reported a position in PSA.PRS.CL in Q3 2015 and held it in 3 quarters. The position peaked at $7K in Q3 2015. 8 funds tracked by Wall St. Rank hold PSA.PRS.CL as of Q3 2016.

  • MYCIO Wealth Partners reported no remaining Public Storage position as of Q3 2016 after selling out during the quarter.
  • MYCIO Wealth Partners sold 77 Public Storage shares in Q3 2016, an estimated $2K.
  • MYCIO Wealth Partners first reported a position in Public Storage in Q3 2015 and held it in 3 quarters.
  • MYCIO Wealth Partners's Public Storage position peaked at $7K in Q3 2015.
  • 8 funds tracked by Wall St. Rank held Public Storage as of Q3 2016.

Based on MYCIO Wealth Partners's 13F filing for Q3 2016, filed 3 Nov 2016.