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R.M. Davis Inc’s Public Storage PSA Stock Holding History

R.M. Davis Inc’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
2016
Q4 		– Sell
-1,032
Closed -$230K – 220
2016
Q3 		$230K Hold
1,032
– – 0.01% 189
2016
Q2 		$264K Buy
1,032
+118
+13% +$30.3K 0.01% 181
2016
Q1 		$252K Hold
914
– – 0.01% 174
2015
Q4 		$226K Buy
+914
New +$214K 0.01% 186

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

R.M. Davis Inc's PSA Position: Q4 2016 in Review

R.M. Davis Inc sold out of Public Storage (PSA) in Q4 2016, closing a stake of 1,032 shares — an estimated $230K sold.

R.M. Davis Inc first reported a position in PSA in Q4 2015 and held it in 4 quarters. The position peaked at $264K in Q2 2016. 621 funds tracked by Wall St. Rank hold PSA as of Q4 2016.

  • R.M. Davis Inc reported no remaining Public Storage position as of Q4 2016 after selling out during the quarter.
  • R.M. Davis Inc sold 1,032 Public Storage shares in Q4 2016, an estimated $230K.
  • R.M. Davis Inc first reported a position in Public Storage in Q4 2015 and held it in 4 quarters.
  • R.M. Davis Inc's Public Storage position peaked at $264K in Q2 2016.
  • 621 funds tracked by Wall St. Rank held Public Storage as of Q4 2016.

Based on R.M. Davis Inc's 13F filing for Q4 2016, filed 18 Jan 2017.