NSIM
PSA.PRW

North Star Investment Management’s Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of PSA.PRW Stock Holding History

North Star Investment Management’s Portfolio PSA.PRW Stock Details PSA.PRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-19,340
Closed -$365K – 681
2013
Q4 		$365K Buy
19,340
+1,500
+8% +$29.6K 0.08% 241
2013
Q3 		$360K Buy
17,840
+650
+4% +$13.7K 0.1% 209
2013
Q2 		$400K Buy
+17,190
New +$426K 0.1% 194

Other funds holding PSA.PRW

AAM
AR Asset Management West Hollywood, California $517M AUM 18.31% 1-Year Est. Return
VCM
Vision Capital Management Portland, Oregon $792M AUM 18.17% 1-Year Est. Return
RFA
Reilly Financial Advisors La Mesa, California $1.35B AUM 22.65% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return

North Star Investment Management's PSA.PRW Position: Q1 2014 in Review

North Star Investment Management sold out of Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of (PSA.PRW) in Q1 2014, closing a stake of 19,340 shares — an estimated $365K sold.

North Star Investment Management first reported a position in PSA.PRW in Q2 2013 and held it in 3 quarters. The position peaked at $400K in Q2 2013. 5 funds tracked by Wall St. Rank hold PSA.PRW as of Q1 2014.

  • North Star Investment Management reported no remaining Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of position as of Q1 2014 after selling out during the quarter.
  • North Star Investment Management sold 19,340 Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of shares in Q1 2014, an estimated $365K.
  • North Star Investment Management first reported a position in Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of in Q2 2013 and held it in 3 quarters.
  • North Star Investment Management's Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of position peaked at $400K in Q2 2013.
  • 5 funds tracked by Wall St. Rank held Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of as of Q1 2014.

Based on North Star Investment Management's 13F filing for Q1 2014, filed 29 Apr 2014.