PPA
PSA.PRZ.CL

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

Parametric Portfolio Associates’s Portfolio PSA.PRZ.CL Stock Details PSA.PRZ.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-8,112
Closed -$223K – 3830
2016
Q3 		$223K Buy
8,112
+248
+3% +$7.03K ﹤0.01% 3542
2016
Q2 		$222K Sell
7,864
-214
-3% -$5.94K ﹤0.01% 3567
2016
Q1 		$223K Buy
8,078
+315
+4% +$8.47K ﹤0.01% 3716
2015
Q4 		$208K Buy
+7,763
New +$205K ﹤0.01% 3721

Other funds holding PSA.PRZ.CL

EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.53B AUM 18.11% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return
ECM
Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return

Parametric Portfolio Associates's PSA.PRZ.CL Position: Q4 2016 in Review

Parametric Portfolio Associates sold out of Public Storage (PSA.PRZ.CL) in Q4 2016, closing a stake of 8,112 shares — an estimated $223K sold.

Parametric Portfolio Associates first reported a position in PSA.PRZ.CL in Q4 2015 and held it in 4 quarters. The position peaked at $223K in Q3 2016. 6 funds tracked by Wall St. Rank hold PSA.PRZ.CL as of Q4 2016.

  • Parametric Portfolio Associates reported no remaining Public Storage position as of Q4 2016 after selling out during the quarter.
  • Parametric Portfolio Associates sold 8,112 Public Storage shares in Q4 2016, an estimated $223K.
  • Parametric Portfolio Associates first reported a position in Public Storage in Q4 2015 and held it in 4 quarters.
  • Parametric Portfolio Associates's Public Storage position peaked at $223K in Q3 2016.
  • 6 funds tracked by Wall St. Rank held Public Storage as of Q4 2016.

Based on Parametric Portfolio Associates's 13F filing for Q4 2016, filed 14 Feb 2017.