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Patten Group’s Public Storage PSA Stock Holding History

Patten Group’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
2019
Q1 		– Sell
-310
Closed -$63K – 441
2018
Q4 		$63K Buy
+310
New +$63.3K 0.03% 263
2018
Q3 		– Sell
-14,332
Closed -$356K – 706
2018
Q2 		$356K Sell
14,332
-400
-3% -$83.3K 0.14% 139
2018
Q1 		$357K Buy
+14,732
New +$2.87M 0.15% 140

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Patten Group's PSA Position: Q1 2019 in Review

Patten Group sold out of Public Storage (PSA) in Q1 2019, closing a stake of 310 shares — an estimated $63K sold.

Patten Group first reported a position in PSA in Q1 2018 and held it in 3 quarters. The position peaked at $357K in Q1 2018. 726 funds tracked by Wall St. Rank hold PSA as of Q1 2019.

  • Patten Group reported no remaining Public Storage position as of Q1 2019 after selling out during the quarter.
  • Patten Group sold 310 Public Storage shares in Q1 2019, an estimated $63K.
  • Patten Group first reported a position in Public Storage in Q1 2018 and held it in 3 quarters.
  • Patten Group's Public Storage position peaked at $357K in Q1 2018.
  • 726 funds tracked by Wall St. Rank held Public Storage as of Q1 2019.

Based on Patten Group's 13F filing for Q1 2019, filed 14 May 2019.