Private Wealth Partners’s Public Storage PSA Stock Holding History

Private Wealth Partners’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
2018 Q3	–	Sell	-1,060	Closed	-$240K	–	121
2018 Q2	$240K	Hold	1,060	–	–	0.04%	109
2018 Q1	$212K	Sell	1,060 -280	-21%	-$54.5K	0.04%	120
2017 Q4	$280K	Hold	1,340	–	–	0.05%	114
2017 Q3	$287K	Buy	+1,340	New	+$277K	0.06%	108

Other funds holding PSA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Private Wealth Partners's PSA Position: Q3 2018 in Review

Private Wealth Partners sold out of Public Storage (PSA) in Q3 2018, closing a stake of 1,060 shares — an estimated $240K sold.

Private Wealth Partners first reported a position in PSA in Q3 2017 and held it in 4 quarters. The position peaked at $287K in Q3 2017. 683 funds tracked by Wall St. Rank hold PSA as of Q3 2018.

Private Wealth Partners reported no remaining Public Storage position as of Q3 2018 after selling out during the quarter.
Private Wealth Partners sold 1,060 Public Storage shares in Q3 2018, an estimated $240K.
Private Wealth Partners first reported a position in Public Storage in Q3 2017 and held it in 4 quarters.
Private Wealth Partners's Public Storage position peaked at $287K in Q3 2017.
683 funds tracked by Wall St. Rank held Public Storage as of Q3 2018.

Based on Private Wealth Partners's 13F filing for Q3 2018, filed 25 Oct 2018.