Old Mutual Customised Solutions’s Public Storage PSA Stock Holding History

Old Mutual Customised Solutions’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
2018 Q2	$302K	Hold	1,333	–	–	0.03%	497
2018 Q1	$267K	Hold	1,333	–	–	0.03%	504
2017 Q4	$279K	Hold	1,333	–	–	0.03%	502
2017 Q3	$285K	Hold	1,333	–	–	0.04%	461
2017 Q2	$278K	Hold	1,333	–	–	0.04%	464
2017 Q1	$292K	Buy	1,333 +333	+33%	+$73.8K	0.05%	442
2016 Q4	$224K	Buy	+1,000	New	+$213K	0.04%	479
2016 Q1	–	Sell	-800	Closed	-$198K	–	713
2015 Q4	$198K	Hold	800	–	–	0.05%	410
2015 Q3	$169K	Hold	800	–	–	0.05%	451
2015 Q2	$147K	Hold	800	–	–	0.03%	535
2015 Q1	$158K	Sell	800 -1,200	-60%	-$238K	0.04%	505
2014 Q4	$370K	Sell	2,000 -100	-5%	-$18.1K	0.11%	250
2014 Q3	$348K	Sell	2,100 -400	-16%	-$68.7K	0.1%	235
2014 Q2	$428K	Hold	2,500	–	–	0.1%	229
2014 Q1	$421K	Hold	2,500	–	–	0.11%	211
2013 Q4	$376K	Hold	2,500	–	–	0.1%	233
2013 Q3	$401K	Buy	2,500 +1,400	+127%	+$222K	0.11%	202
2013 Q2	$169K	Buy	+1,100	New	+$173K	0.05%	398

Other funds holding PSA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Old Mutual Customised Solutions's PSA Position: Q2 2018 in Review

Old Mutual Customised Solutions held its Public Storage (PSA) position steady in Q2 2018 at 1,333 shares worth $302K. The position accounts for 0.03% of the portfolio, ranked #497.

Old Mutual Customised Solutions first reported a position in PSA in Q2 2013 and has held it in 18 quarters since. The position peaked at $428K in Q2 2014. 692 funds tracked by Wall St. Rank hold PSA as of Q2 2018.

Old Mutual Customised Solutions held 1,333 shares of Public Storage worth $302K as of Q2 2018.
Old Mutual Customised Solutions left its Public Storage share count unchanged in Q2 2018.
Public Storage made up 0.03% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #497 holding.
Old Mutual Customised Solutions first reported a position in Public Storage in Q2 2013 and has held it in 18 quarters since.
Old Mutual Customised Solutions's Public Storage position peaked at $428K in Q2 2014.
692 funds tracked by Wall St. Rank held Public Storage as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.