PC
PSA.PRV.CL

Permanens Capital’s PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of PSA.PRV.CL Stock Holding History

Permanens Capital’s Portfolio PSA.PRV.CL Stock Details PSA.PRV.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-17
Closed – – 141
2019
Q3 		$0 Hold
17
– – ﹤0.01% 120
2019
Q2 		$0 Buy
+17
New +$427 ﹤0.01% 115

Other funds holding PSA.PRV.CL

CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AWM
Altavista Wealth Management Asheville, North Carolina $496M AUM 20.88% 1-Year Est. Return
BRC
Bell Rock Capital Rehoboth Beach, Delaware $81M AUM 9.85% 1-Year Est. Return
SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return
RCA
Ranch Capital Advisors Sarasota, Florida $277M AUM 22.08% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Permanens Capital's PSA.PRV.CL Position: Q4 2019 in Review

Permanens Capital sold out of PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of (PSA.PRV.CL) in Q4 2019, closing a stake of 17 shares.

Permanens Capital first reported a position in PSA.PRV.CL in Q2 2019 and held it in 2 quarters. The position peaked at $0 in Q3 2019. 6 funds tracked by Wall St. Rank hold PSA.PRV.CL as of Q4 2019.

  • Permanens Capital reported no remaining PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of position as of Q4 2019 after selling out during the quarter.
  • Permanens Capital sold 17 PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of shares in Q4 2019.
  • Permanens Capital first reported a position in PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of in Q2 2019 and held it in 2 quarters.
  • Permanens Capital's PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of position peaked at $0 in Q3 2019.
  • 6 funds tracked by Wall St. Rank held PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of as of Q4 2019.

Based on Permanens Capital's 13F filing for Q4 2019, filed 13 Feb 2020.