PRW Wealth Management’s Public Storage PSA Stock Holding History

PRW Wealth Management’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
2019 Q2	–	Sell	-14	Closed	-$3K	–	517
2019 Q1	$3K	Hold	14	–	–	﹤0.01%	469
2018 Q4	$3K	Buy	+14	New	+$2.86K	﹤0.01%	468

Other funds holding PSA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

AAMU

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

PRW Wealth Management's PSA Position: Q2 2019 in Review

PRW Wealth Management sold out of Public Storage (PSA) in Q2 2019, closing a stake of 14 shares — an estimated $3K sold.

PRW Wealth Management first reported a position in PSA in Q4 2018 and held it in 2 quarters. The position peaked at $3K in Q1 2019. 699 funds tracked by Wall St. Rank hold PSA as of Q2 2019.

PRW Wealth Management reported no remaining Public Storage position as of Q2 2019 after selling out during the quarter.
PRW Wealth Management sold 14 Public Storage shares in Q2 2019, an estimated $3K.
PRW Wealth Management first reported a position in Public Storage in Q4 2018 and held it in 2 quarters.
PRW Wealth Management's Public Storage position peaked at $3K in Q1 2019.
699 funds tracked by Wall St. Rank held Public Storage as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.