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Patriot Wealth Management’s Public Storage PSA Stock Holding History

Patriot Wealth Management’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
2017
Q3 		– Sell
-37,969
Closed -$7.92M – 87
2017
Q2 		$7.92M Buy
37,969
+1,230
+3% +$264K 1.33% 21
2017
Q1 		$8.04M Buy
36,739
+1,100
+3% +$244K 1.29% 23
2016
Q4 		$7.96M Buy
35,639
+96
+0.3% +$20.4K 1.51% 18
2016
Q3 		$7.93M Buy
+35,543
New +$8.3M 1.53% 17

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Patriot Wealth Management's PSA Position: Q3 2017 in Review

Patriot Wealth Management sold out of Public Storage (PSA) in Q3 2017, closing a stake of 37,969 shares — an estimated $7.92M sold.

Patriot Wealth Management first reported a position in PSA in Q3 2016 and held it in 4 quarters. The position peaked at $8.04M in Q1 2017. 629 funds tracked by Wall St. Rank hold PSA as of Q3 2017.

  • Patriot Wealth Management reported no remaining Public Storage position as of Q3 2017 after selling out during the quarter.
  • Patriot Wealth Management sold 37,969 Public Storage shares in Q3 2017, an estimated $7.92M.
  • Patriot Wealth Management first reported a position in Public Storage in Q3 2016 and held it in 4 quarters.
  • Patriot Wealth Management's Public Storage position peaked at $8.04M in Q1 2017.
  • 629 funds tracked by Wall St. Rank held Public Storage as of Q3 2017.

Based on Patriot Wealth Management's 13F filing for Q3 2017, filed 3 Nov 2017.