NPF
PSA.PRS.CL

Norris Perne & French’s Public Storage PSA.PRS.CL Stock Holding History

Norris Perne & French’s Portfolio PSA.PRS.CL Stock Details PSA.PRS.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-25,800
Closed -$557K – 222
2013
Q4 		$557K Sell
25,800
-3,100
-11% -$68.4K 0.1% 109
2013
Q3 		$658K Hold
28,900
– – 0.14% 103
2013
Q2 		$722K Buy
+28,900
New +$752K 0.15% 102

Other funds holding PSA.PRS.CL

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.76B AUM 15.32% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
MRCM
M&R Capital Management Summit, New Jersey $454M AUM 40.11% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $3.61B AUM 24.09% 1-Year Est. Return
ECM
Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return

Norris Perne & French's PSA.PRS.CL Position: Q1 2014 in Review

Norris Perne & French sold out of Public Storage (PSA.PRS.CL) in Q1 2014, closing a stake of 25,800 shares — an estimated $557K sold.

Norris Perne & French first reported a position in PSA.PRS.CL in Q2 2013 and held it in 3 quarters. The position peaked at $722K in Q2 2013. 14 funds tracked by Wall St. Rank hold PSA.PRS.CL as of Q1 2014.

  • Norris Perne & French reported no remaining Public Storage position as of Q1 2014 after selling out during the quarter.
  • Norris Perne & French sold 25,800 Public Storage shares in Q1 2014, an estimated $557K.
  • Norris Perne & French first reported a position in Public Storage in Q2 2013 and held it in 3 quarters.
  • Norris Perne & French's Public Storage position peaked at $722K in Q2 2013.
  • 14 funds tracked by Wall St. Rank held Public Storage as of Q1 2014.

Based on Norris Perne & French's 13F filing for Q1 2014, filed 14 Apr 2014.