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Piershale Financial Group’s Public Storage PSA Stock Holding History

Piershale Financial 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
2015
Q1 		– Sell
-12,399
Closed -$2.29M – 164
2014
Q4 		$2.29M Buy
12,399
+902
+8% +$163K 1.49% 10
2014
Q3 		$1.91M Buy
+11,497
New +$1.98M 1.53% 14

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Piershale Financial Group's PSA Position: Q1 2015 in Review

Piershale Financial Group sold out of Public Storage (PSA) in Q1 2015, closing a stake of 12,399 shares — an estimated $2.29M sold.

Piershale Financial Group first reported a position in PSA in Q3 2014 and held it in 2 quarters. The position peaked at $2.29M in Q4 2014. 510 funds tracked by Wall St. Rank hold PSA as of Q1 2015.

  • Piershale Financial Group reported no remaining Public Storage position as of Q1 2015 after selling out during the quarter.
  • Piershale Financial Group sold 12,399 Public Storage shares in Q1 2015, an estimated $2.29M.
  • Piershale Financial Group first reported a position in Public Storage in Q3 2014 and held it in 2 quarters.
  • Piershale Financial Group's Public Storage position peaked at $2.29M in Q4 2014.
  • 510 funds tracked by Wall St. Rank held Public Storage as of Q1 2015.

Based on Piershale Financial Group's 13F filing for Q1 2015, filed 15 Apr 2015.