Parametric Portfolio Associates’s PUBLIC STORAGE DEPOSITARY SHS REPSTG 1/1000TH PFD SHS PSA.PRQ Stock Holding History

Parametric Portfolio Associates’s Portfolio PSA.PRQ Stock Details PSA.PRQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-9,182	Closed	-$215K	–	3895
2013 Q4	$215K	Sell	9,182 -358	-4%	-$8.79K	﹤0.01%	3585
2013 Q3	$240K	Buy	9,540 +876	+10%	+$21.9K	﹤0.01%	3520
2013 Q2	$223K	Buy	+8,664	New	+$235K	﹤0.01%	3425

Other funds holding PSA.PRQ

Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

Northstar Investment Advisors Denver, Colorado $755M AUM 37.8% 1-Year Est. Return

City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return