PAS
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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

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State Street
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Wellington Management Group
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JP Morgan Chase
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AAMU
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return