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New England Securities’s Public Storage PSA Stock Holding History

New England Securities’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
2014
Q4 		$32K Hold
174
– – 0.01% 722
2014
Q3 		$29K Sell
174
-100
-36% -$17.2K 0.01% 785
2014
Q2 		$47K Hold
274
– – 0.02% 631
2014
Q1 		$46K Hold
274
– – 0.02% 586
2013
Q4 		$41K Sell
274
-100
-27% -$16K 0.02% 592
2013
Q3 		$60K Hold
374
– – 0.03% 455
2013
Q2 		$57K Buy
+374
New +$58.9K 0.04% 401

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

New England Securities's PSA Position: Q4 2014 in Review

New England Securities held its Public Storage (PSA) position steady in Q4 2014 at 174 shares worth $32K. The position accounts for 0.01% of the portfolio, ranked #722.

New England Securities first reported a position in PSA in Q2 2013 and has held it in 7 quarters since. The position peaked at $60K in Q3 2013. 524 funds tracked by Wall St. Rank hold PSA as of Q4 2014.

  • New England Securities held 174 shares of Public Storage worth $32K as of Q4 2014.
  • New England Securities left its Public Storage share count unchanged in Q4 2014.
  • Public Storage made up 0.01% of New England Securities's portfolio in Q4 2014, its #722 holding.
  • New England Securities first reported a position in Public Storage in Q2 2013 and has held it in 7 quarters since.
  • New England Securities's Public Storage position peaked at $60K in Q3 2013.
  • 524 funds tracked by Wall St. Rank held Public Storage as of Q4 2014.

Based on New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.