PPA
PSA.PRT.CL

Parametric Portfolio Associates’s Public Storage PSA.PRT.CL Stock Holding History

Parametric Portfolio Associates’s Portfolio PSA.PRT.CL Stock Details PSA.PRT.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-9,513
Closed -$239K – 4129
2017
Q1 		$239K Sell
9,513
-1,229
-11% -$30.5K ﹤0.01% 3534
2016
Q4 		$261K Sell
10,742
-1,822
-15% -$45.1K ﹤0.01% 3492
2016
Q3 		$322K Sell
12,564
-7,204
-36% -$188K ﹤0.01% 3381
2016
Q2 		$522K Sell
19,768
-624
-3% -$16.4K ﹤0.01% 3168
2016
Q1 		$535K Buy
20,392
+948
+5% +$24.4K ﹤0.01% 3293
2015
Q4 		$501K Buy
+19,444
New +$497K ﹤0.01% 3251
2015
Q3 		– Sell
-18,758
Closed -$456K – 3615
2015
Q2 		$456K Buy
18,758
+421
+2% +$10.6K ﹤0.01% 3340
2015
Q1 		$466K Buy
18,337
+592
+3% +$15K ﹤0.01% 3307
2014
Q4 		$439K Buy
17,745
+402
+2% +$9.99K ﹤0.01% 3341
2014
Q3 		$425K Sell
17,343
-235
-1% -$5.77K ﹤0.01% 3292
2014
Q2 		$427K Sell
17,578
-366
-2% -$8.77K ﹤0.01% 3298
2014
Q1 		$415K Buy
17,944
+454
+3% +$10.1K ﹤0.01% 3280
2013
Q4 		$369K Sell
17,490
-695
-4% -$15K ﹤0.01% 3328
2013
Q3 		$409K Buy
18,185
+1,645
+10% +$37.6K ﹤0.01% 3219
2013
Q2 		$407K Buy
+16,540
New +$423K ﹤0.01% 3122

Other funds holding PSA.PRT.CL

LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $578M AUM 49.48% 1-Year Est. Return

Parametric Portfolio Associates's PSA.PRT.CL Position: Q2 2017 in Review

Parametric Portfolio Associates sold out of Public Storage (PSA.PRT.CL) in Q2 2017, closing a stake of 9,513 shares — an estimated $239K sold.

Parametric Portfolio Associates first reported a position in PSA.PRT.CL in Q2 2013 and held it in 15 quarters. The position peaked at $535K in Q1 2016. 3 funds tracked by Wall St. Rank hold PSA.PRT.CL as of Q2 2017.

  • Parametric Portfolio Associates reported no remaining Public Storage position as of Q2 2017 after selling out during the quarter.
  • Parametric Portfolio Associates sold 9,513 Public Storage shares in Q2 2017, an estimated $239K.
  • Parametric Portfolio Associates first reported a position in Public Storage in Q2 2013 and held it in 15 quarters.
  • Parametric Portfolio Associates's Public Storage position peaked at $535K in Q1 2016.
  • 3 funds tracked by Wall St. Rank held Public Storage as of Q2 2017.

Based on Parametric Portfolio Associates's 13F filing for Q2 2017, filed 11 Aug 2017.