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National Planning Corporation’s Public Storage PSA Stock Holding History

National Planning Corporation’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
2017
Q4 		– Sell
-1,910
Closed -$409K – 464
2017
Q3 		$409K Hold
1,910
– – 0.03% 417
2017
Q2 		$406K Sell
1,910
-453
-19% -$97.4K 0.03% 463
2017
Q1 		$521K Sell
2,363
-148
-6% -$32.8K 0.04% 371
2016
Q4 		$540K Sell
2,511
-289
-10% -$61.5K 0.04% 355
2016
Q3 		$593K Sell
2,800
-697
-20% -$163K 0.05% 329
2016
Q2 		$820K Buy
3,497
+840
+32% +$216K 0.06% 277
2016
Q1 		$700K Buy
2,657
+333
+14% +$84K 0.06% 295
2015
Q4 		$551K Sell
2,324
-180
-7% -$42.1K 0.05% 381
2015
Q3 		$580K Buy
2,504
+196
+8% +$39.9K 0.05% 317
2015
Q2 		$483K Hold
2,308
– – 0.04% 363
2015
Q1 		$433K Hold
2,308
– – 0.04% 399
2014
Q4 		$451K Hold
2,308
– – 0.03% 436
2014
Q3 		$387K Hold
2,308
– – 0.03% 482
2014
Q2 		$395K Hold
2,308
– – 0.03% 484
2014
Q1 		$392K Buy
2,308
+19
+0.8% +$3.08K 0.03% 450
2013
Q4 		$344K Sell
2,289
-141
-6% -$22.5K 0.03% 478
2013
Q3 		$396K Buy
2,430
+23
+1% +$3.64K 0.04% 408
2013
Q2 		$369K Buy
+2,407
New +$379K 0.05% 339

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

National Planning Corporation's PSA Position: Q4 2017 in Review

National Planning Corporation sold out of Public Storage (PSA) in Q4 2017, closing a stake of 1,910 shares — an estimated $409K sold.

National Planning Corporation first reported a position in PSA in Q2 2013 and held it in 18 quarters. The position peaked at $820K in Q2 2016. 673 funds tracked by Wall St. Rank hold PSA as of Q4 2017.

  • National Planning Corporation reported no remaining Public Storage position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 1,910 Public Storage shares in Q4 2017, an estimated $409K.
  • National Planning Corporation first reported a position in Public Storage in Q2 2013 and held it in 18 quarters.
  • National Planning Corporation's Public Storage position peaked at $820K in Q2 2016.
  • 673 funds tracked by Wall St. Rank held Public Storage as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.