New York Life Trust’s Public Storage PSA Stock Holding History

New York Life Trust’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 Q1	$0	Sell	2 -17	-89%	-$3.77K	﹤0.01%	232
2016 Q4	$4K	Sell	19 -40	-68%	-$8.51K	0.02%	207
2016 Q3	$13K	Sell	59 -199	-77%	-$46.5K	0.06%	190
2016 Q2	$66K	Buy	258 +31	+14%	+$7.96K	0.32%	111
2016 Q1	$63K	Buy	+227	New	+$57.3K	0.27%	122
2014 Q2	–	Sell	-29	Closed	-$5K	–	219
2014 Q1	$5K	Buy	+29	New	+$4.69K	0.02%	185
2013 Q4	–	Sell	-14	Closed	-$2K	–	215
2013 Q3	$2K	Sell	14 -306	-96%	-$48.5K	0.01%	185
2013 Q2	$49K	Buy	+320	New	+$50.4K	0.23%	138

Other funds holding PSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

New York Life Trust's PSA Position: Q1 2017 in Review

New York Life Trust reduced its Public Storage (PSA) stake by 89% in Q1 2017, selling an estimated $3.77K and leaving 2 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #232.

New York Life Trust first reported a position in PSA in Q2 2013 and has held it in 8 quarters since. The position peaked at $66K in Q2 2016. 632 funds tracked by Wall St. Rank hold PSA as of Q1 2017.

New York Life Trust held 2 shares of Public Storage worth $0 as of Q1 2017.
New York Life Trust sold 17 Public Storage shares in Q1 2017, an estimated $3.77K.
Public Storage made up ﹤0.01% of New York Life Trust's portfolio in Q1 2017, its #232 holding.
New York Life Trust first reported a position in Public Storage in Q2 2013 and has held it in 8 quarters since.
New York Life Trust's Public Storage position peaked at $66K in Q2 2016.
632 funds tracked by Wall St. Rank held Public Storage as of Q1 2017.

Based on New York Life Trust's 13F filing for Q1 2017, filed 12 May 2017.