OIA
PSA.PRV.CL

OneDigital Investment Advisors’s PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of PSA.PRV.CL Stock Holding History

OneDigital Investment Advisors’s Portfolio PSA.PRV.CL Stock Details PSA.PRV.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-485
Closed -$12K – 1326
2018
Q2 		$12K Hold
485
– – ﹤0.01% 1004
2018
Q1 		$12K Buy
+485
New +$12K ﹤0.01% 999

Other funds holding PSA.PRV.CL

CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.7B AUM 23.97% 1-Year Est. Return
AWM
Altavista Wealth Management Asheville, North Carolina $496M AUM 20.88% 1-Year Est. Return
BRC
Bell Rock Capital Rehoboth Beach, Delaware $81M AUM 9.85% 1-Year Est. Return
SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

OneDigital Investment Advisors's PSA.PRV.CL Position: Q3 2018 in Review

OneDigital Investment Advisors sold out of PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of (PSA.PRV.CL) in Q3 2018, closing a stake of 485 shares — an estimated $12K sold.

OneDigital Investment Advisors first reported a position in PSA.PRV.CL in Q1 2018 and held it in 2 quarters. The position peaked at $12K in Q2 2018. 5 funds tracked by Wall St. Rank hold PSA.PRV.CL as of Q3 2018.

  • OneDigital Investment Advisors reported no remaining PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of position as of Q3 2018 after selling out during the quarter.
  • OneDigital Investment Advisors sold 485 PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of shares in Q3 2018, an estimated $12K.
  • OneDigital Investment Advisors first reported a position in PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of in Q1 2018 and held it in 2 quarters.
  • OneDigital Investment Advisors's PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of position peaked at $12K in Q2 2018.
  • 5 funds tracked by Wall St. Rank held PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of as of Q3 2018.

Based on OneDigital Investment Advisors's 13F filing for Q3 2018, filed 7 Nov 2018.