MWP
PSA.PRZ.CL

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

MYCIO Wealth Partners’s Portfolio PSA.PRZ.CL Stock Details PSA.PRZ.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-33
Closed -$1K – 1122
2016
Q2 		$1K Buy
33
+15
+83% +$416 ﹤0.01% 1058
2016
Q1 		$0 Buy
+18
New +$484 ﹤0.01% 928
2015
Q4 		– Sell
-175
Closed -$4K – 906
2015
Q3 		$4K Buy
+175
New +$4.48K ﹤0.01% 697

Other funds holding PSA.PRZ.CL

EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.53B AUM 18.11% 1-Year Est. Return
RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

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

MYCIO Wealth Partners sold out of Public Storage (PSA.PRZ.CL) in Q3 2016, closing a stake of 33 shares — an estimated $1K sold.

MYCIO Wealth Partners first reported a position in PSA.PRZ.CL in Q3 2015 and held it in 3 quarters. The position peaked at $4K in Q3 2015. 5 funds tracked by Wall St. Rank hold PSA.PRZ.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 33 Public Storage shares in Q3 2016, an estimated $1K.
  • 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 $4K in Q3 2015.
  • 5 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.