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Navellier & Associates’s Public Storage PSA Stock Holding History

Navellier & Associates’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 		– Sell
-41,691
Closed -$9.3M – 316
2016
Q3 		$9.3M Sell
41,691
-20,585
-33% -$4.81M 1.33% 21
2016
Q2 		$15.9M Sell
62,276
-4,992
-7% -$1.28M 2.38% 8
2016
Q1 		$18.6M Buy
+67,268
New +$17M 2.41% 9

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Navellier & Associates's PSA Position: Q4 2016 in Review

Navellier & Associates sold out of Public Storage (PSA) in Q4 2016, closing a stake of 41,691 shares — an estimated $9.3M sold.

Navellier & Associates first reported a position in PSA in Q1 2016 and held it in 3 quarters. The position peaked at $18.6M in Q1 2016. 621 funds tracked by Wall St. Rank hold PSA as of Q4 2016.

  • Navellier & Associates reported no remaining Public Storage position as of Q4 2016 after selling out during the quarter.
  • Navellier & Associates sold 41,691 Public Storage shares in Q4 2016, an estimated $9.3M.
  • Navellier & Associates first reported a position in Public Storage in Q1 2016 and held it in 3 quarters.
  • Navellier & Associates's Public Storage position peaked at $18.6M in Q1 2016.
  • 621 funds tracked by Wall St. Rank held Public Storage as of Q4 2016.

Based on Navellier & Associates's 13F filing for Q4 2016, filed 13 Feb 2017.