Partnervest Advisory Services’s Public Storage PSA Stock Holding History

Partnervest Advisory Services’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
2020 Q3	$200K	Buy	+900	New	+$184K	0.06%	233
2014 Q3	–	Sell	-352	Closed	-$60K	–	632
2014 Q2	$60K	Sell	352 -9	-2%	-$1.54K	0.03%	343
2014 Q1	$61K	Sell	361 -4	-1%	-$647	0.03%	300
2013 Q4	$55K	Hold	365	–	–	0.03%	297
2013 Q3	$59K	Sell	365 -34	-9%	-$5.39K	0.03%	256
2013 Q2	$61K	Buy	+399	New	+$62.9K	0.03%	213

Other funds holding PSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Partnervest Advisory Services's PSA Position: Q3 2020 in Review

Partnervest Advisory Services opened a new position in Public Storage (PSA) in Q3 2020: 900 shares worth $200K. The stake represents 0.06% of the portfolio and ranks #233 among its holdings. This is a return to the name: Partnervest Advisory Services previously reported a position in PSA as recently as Q2 2014.

Partnervest Advisory Services first reported a position in PSA in Q2 2013 and has held it in 6 quarters since. 727 funds tracked by Wall St. Rank hold PSA as of Q3 2020.

Partnervest Advisory Services held 900 shares of Public Storage worth $200K as of Q3 2020.
Public Storage was a new Partnervest Advisory Services position in Q3 2020.
Public Storage made up 0.06% of Partnervest Advisory Services's portfolio in Q3 2020, its #233 holding.
Partnervest Advisory Services first reported a position in Public Storage in Q2 2013 and has held it in 6 quarters since.
727 funds tracked by Wall St. Rank held Public Storage as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.