Neville Rodie & Shaw’s Public Storage PSA.PRT.CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-11,500
| Closed | -$290K | – | 254 |
|
|
2017
Q2 | $290K | Hold |
11,500
| – | – | 0.03% | 206 |
|
|
2017
Q1 | $289K | Hold |
11,500
| – | – | 0.03% | 214 |
|
|
2016
Q4 | $279K | Hold |
11,500
| – | – | 0.03% | 215 |
|
|
2016
Q3 | $294K | Hold |
11,500
| – | – | 0.03% | 218 |
|
|
2016
Q2 | $304K | Hold |
11,500
| – | – | 0.04% | 221 |
|
|
2016
Q1 | $302K | Hold |
11,500
| – | – | 0.04% | 214 |
|
|
2015
Q4 | $296K | Hold |
11,500
| – | – | 0.04% | 219 |
|
|
2015
Q3 | $287K | Hold |
11,500
| – | – | 0.04% | 219 |
|
|
2015
Q2 | $280K | Hold |
11,500
| – | – | 0.03% | 231 |
|
|
2015
Q1 | $292K | Hold |
11,500
| – | – | 0.03% | 229 |
|
|
2014
Q4 | $284K | Hold |
11,500
| – | – | 0.03% | 229 |
|
|
2014
Q3 | $282K | Hold |
11,500
| – | – | 0.03% | 228 |
|
|
2014
Q2 | $279K | Hold |
11,500
| – | – | 0.03% | 220 |
|
|
2014
Q1 | $266K | Sell |
11,500
-1,500
| -12% | -$33.5K | 0.03% | 217 |
|
|
2013
Q4 | $274K | Sell |
13,000
-500
| -4% | -$10.8K | 0.03% | 212 |
|
|
2013
Q3 | $304K | Hold |
13,500
| – | – | 0.04% | 205 |
|
|
2013
Q2 | $333K | Buy |
+13,500
| New | +$346K | 0.04% | 191 |
|
Other funds holding PSA.PRT.CL
Neville Rodie & Shaw's PSA.PRT.CL Position: Q3 2017 in Review
Neville Rodie & Shaw sold out of Public Storage (PSA.PRT.CL) in Q3 2017, closing a stake of 11,500 shares — an estimated $290K sold.
Neville Rodie & Shaw first reported a position in PSA.PRT.CL in Q2 2013 and held it in 17 quarters. The position peaked at $333K in Q2 2013. 1 fund tracked by Wall St. Rank holds PSA.PRT.CL as of Q3 2017.
- Neville Rodie & Shaw reported no remaining Public Storage position as of Q3 2017 after selling out during the quarter.
- Neville Rodie & Shaw sold 11,500 Public Storage shares in Q3 2017, an estimated $290K.
- Neville Rodie & Shaw first reported a position in Public Storage in Q2 2013 and held it in 17 quarters.
- Neville Rodie & Shaw's Public Storage position peaked at $333K in Q2 2013.
- 1 fund tracked by Wall St. Rank held Public Storage as of Q3 2017.
Based on Neville Rodie & Shaw's 13F filing for Q3 2017, filed 3 Oct 2017.