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Opus Capital Group’s Public Storage PSA Stock Holding History

Opus Capital Group’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
Q3 		– Sell
-970
Closed -$202K – 242
2017
Q2 		$202K Sell
970
-150
-13% -$32.3K 0.04% 214
2017
Q1 		$245K Hold
1,120
– – 0.03% 238
2016
Q4 		$250K Sell
1,120
-40
-3% -$8.51K 0.04% 220
2016
Q3 		$259K Sell
1,160
-30
-3% -$7.01K 0.05% 167
2016
Q2 		$304K Sell
1,190
-65
-5% -$16.7K 0.07% 151
2016
Q1 		$346K Sell
1,255
-1,075
-46% -$271K 0.08% 152
2015
Q4 		$577K Sell
2,330
-140
-6% -$32.8K 0.1% 151
2015
Q3 		$523K Buy
+2,470
New +$503K 0.09% 156

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Opus Capital Group's PSA Position: Q3 2017 in Review

Opus Capital Group sold out of Public Storage (PSA) in Q3 2017, closing a stake of 970 shares — an estimated $202K sold.

Opus Capital Group first reported a position in PSA in Q3 2015 and held it in 8 quarters. The position peaked at $577K in Q4 2015. 628 funds tracked by Wall St. Rank hold PSA as of Q3 2017.

  • Opus Capital Group reported no remaining Public Storage position as of Q3 2017 after selling out during the quarter.
  • Opus Capital Group sold 970 Public Storage shares in Q3 2017, an estimated $202K.
  • Opus Capital Group first reported a position in Public Storage in Q3 2015 and held it in 8 quarters.
  • Opus Capital Group's Public Storage position peaked at $577K in Q4 2015.
  • 628 funds tracked by Wall St. Rank held Public Storage as of Q3 2017.

Based on Opus Capital Group's 13F filing for Q3 2017, filed 7 Nov 2017.