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Perennial Investment Partners’s Public Storage PSA Stock Holding History

Perennial Investment Partners’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
2014
Q4 		– Sell
-18,012
Closed -$2.99M – 50
2014
Q3 		$2.99M Sell
18,012
-10,891
-38% -$1.87M 1.68% 21
2014
Q2 		$4.95M Sell
28,903
-34,566
-54% -$5.93M 2.26% 8
2014
Q1 		$10.7M Buy
63,469
+57,103
+897% +$9.24M 3.05% 7
2013
Q4 		$958K Sell
6,366
-59,805
-90% -$9.56M 0.28% 64
2013
Q3 		$10.6M Buy
+66,171
New +$10.5M 2.73% 9

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Perennial Investment Partners's PSA Position: Q4 2014 in Review

Perennial Investment Partners sold out of Public Storage (PSA) in Q4 2014, closing a stake of 18,012 shares — an estimated $2.99M sold.

Perennial Investment Partners first reported a position in PSA in Q3 2013 and held it in 5 quarters. The position peaked at $10.7M in Q1 2014. 523 funds tracked by Wall St. Rank hold PSA as of Q4 2014.

  • Perennial Investment Partners reported no remaining Public Storage position as of Q4 2014 after selling out during the quarter.
  • Perennial Investment Partners sold 18,012 Public Storage shares in Q4 2014, an estimated $2.99M.
  • Perennial Investment Partners first reported a position in Public Storage in Q3 2013 and held it in 5 quarters.
  • Perennial Investment Partners's Public Storage position peaked at $10.7M in Q1 2014.
  • 523 funds tracked by Wall St. Rank held Public Storage as of Q4 2014.

Based on Perennial Investment Partners's 13F filing for Q4 2014.