PTC
PSA.PRS.CL

Private Trust Company’s Public Storage PSA.PRS.CL Stock Holding History

Private Trust Company’s Portfolio PSA.PRS.CL Stock Details PSA.PRS.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-700
Closed -$17K – 1764
2014
Q3 		$17K Hold
700
– – 0.01% 918
2014
Q2 		$17K Hold
700
– – 0.01% 898
2014
Q1 		$17K Buy
+700
New +$16.1K 0.01% 799

Other funds holding PSA.PRS.CL

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.76B AUM 15.32% 1-Year Est. Return
LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
MRCM
M&R Capital Management Summit, New Jersey $454M AUM 40.11% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $3.61B AUM 24.09% 1-Year Est. Return
ECM
Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return
RFA
Reilly Financial Advisors La Mesa, California $1.35B AUM 22.65% 1-Year Est. Return

Private Trust Company's PSA.PRS.CL Position: Q4 2014 in Review

Private Trust Company sold out of Public Storage (PSA.PRS.CL) in Q4 2014, closing a stake of 700 shares — an estimated $17K sold.

Private Trust Company first reported a position in PSA.PRS.CL in Q1 2014 and held it in 3 quarters. The position peaked at $17K in Q3 2014. 11 funds tracked by Wall St. Rank hold PSA.PRS.CL as of Q4 2014.

  • Private Trust Company reported no remaining Public Storage position as of Q4 2014 after selling out during the quarter.
  • Private Trust Company sold 700 Public Storage shares in Q4 2014, an estimated $17K.
  • Private Trust Company first reported a position in Public Storage in Q1 2014 and held it in 3 quarters.
  • Private Trust Company's Public Storage position peaked at $17K in Q3 2014.
  • 11 funds tracked by Wall St. Rank held Public Storage as of Q4 2014.

Based on Private Trust Company's 13F filing for Q4 2014, filed 28 Jan 2015.