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Placemark Investments’s Public Storage PSA Stock Holding History

Placemark 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
2014
Q4 		$3.99M Sell
21,561
-2,227
-9% -$403K 0.07% 350
2014
Q3 		$3.94M Buy
23,788
+1,209
+5% +$208K 0.07% 327
2014
Q2 		$3.87M Buy
22,579
+679
+3% +$116K 0.07% 344
2014
Q1 		$3.69M Buy
21,900
+2,547
+13% +$412K 0.07% 335
2013
Q4 		$2.91M Buy
19,353
+1,770
+10% +$283K 0.05% 440
2013
Q3 		$2.82M Buy
17,583
+244
+1% +$38.7K 0.05% 408
2013
Q2 		$2.66M Buy
+17,339
New +$2.73M 0.06% 396

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

Placemark Investments's PSA Position: Q4 2014 in Review

Placemark Investments reduced its Public Storage (PSA) stake by 9.4% in Q4 2014, selling an estimated $403K and leaving 21,561 shares worth $3.99M. The position accounts for 0.07% of the portfolio, ranked #350.

Placemark Investments first reported a position in PSA in Q2 2013 and has held it in 7 quarters since. 524 funds tracked by Wall St. Rank hold PSA as of Q4 2014.

  • Placemark Investments held 21,561 shares of Public Storage worth $3.99M as of Q4 2014.
  • Placemark Investments sold 2,227 Public Storage shares in Q4 2014, an estimated $403K.
  • Public Storage made up 0.07% of Placemark Investments's portfolio in Q4 2014, its #350 holding.
  • Placemark Investments first reported a position in Public Storage in Q2 2013 and has held it in 7 quarters since.
  • 524 funds tracked by Wall St. Rank held Public Storage as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.