Pinnacle Summer Investments’s Public Storage PSA Stock Holding History

Pinnacle Summer Investments’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 Q4	$914K	Buy	3,689 +1,841	+100%	+$431K	0.13%	83
2015 Q3	$386K	Hold	1,848	–	–	0.07%	212
2015 Q2	$340K	Hold	1,848	–	–	0.07%	147
2015 Q1	$364K	Hold	1,848	–	–	0.05%	235
2014 Q4	$371K	Hold	1,848	–	–	0.05%	238
2014 Q3	$306K	Hold	1,848	–	–	0.03%	273
2014 Q2	$321K	Sell	1,848 -48	-3%	-$8.23K	0.04%	253
2014 Q1	$333K	Buy	1,896 +55	+3%	+$8.9K	0.04%	203
2013 Q4	$277K	Buy	1,841 +1,732	+1,589%	+$277K	0.04%	224
2013 Q3	$17K	Buy	+109	New	+$17.3K	﹤0.01%	574

Other funds holding PSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Pinnacle Summer Investments's PSA Position: Q4 2015 in Review

Pinnacle Summer Investments increased its Public Storage (PSA) stake by 100% in Q4 2015, buying an estimated $431K and bringing the position to 3,689 shares worth $914K. The position accounts for 0.13% of the portfolio, ranked #83.

Pinnacle Summer Investments first reported a position in PSA in Q3 2013 and has held it in 10 quarters since. 564 funds tracked by Wall St. Rank hold PSA as of Q4 2015.

Pinnacle Summer Investments held 3,689 shares of Public Storage worth $914K as of Q4 2015.
Pinnacle Summer Investments bought 1,841 Public Storage shares in Q4 2015, an estimated $431K.
Public Storage made up 0.13% of Pinnacle Summer Investments's portfolio in Q4 2015, its #83 holding.
Pinnacle Summer Investments first reported a position in Public Storage in Q3 2013 and has held it in 10 quarters since.
564 funds tracked by Wall St. Rank held Public Storage as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.