PFGIA
SELF

Patriot Financial Group Insurance Agency’s Global Self Storage SELF Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio SELF Stock Details SELF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-200
Closed -$1K – 1445
2019
Q2 		$1K Hold
200
– – ﹤0.01% 1324
2019
Q1 		$1K Buy
+200
New +$786 ﹤0.01% 1165

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PCM
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Geode Capital Management
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LPL Financial
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Renaissance Technologies
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SELF Position: Q3 2019 in Review

Patriot Financial Group Insurance Agency sold out of Global Self Storage (SELF) in Q3 2019, closing a stake of 200 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in SELF in Q1 2019 and held it in 2 quarters. The position peaked at $1K in Q2 2019. 25 funds tracked by Wall St. Rank hold SELF as of Q3 2019.

  • Patriot Financial Group Insurance Agency reported no remaining Global Self Storage position as of Q3 2019 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 200 Global Self Storage shares in Q3 2019, an estimated $1K.
  • Patriot Financial Group Insurance Agency first reported a position in Global Self Storage in Q1 2019 and held it in 2 quarters.
  • Patriot Financial Group Insurance Agency's Global Self Storage position peaked at $1K in Q2 2019.
  • 25 funds tracked by Wall St. Rank held Global Self Storage as of Q3 2019.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2019, filed 25 Oct 2019.