Ranch Capital Advisors’s PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of PSA.PRV.CL Stock Holding History

Ranch Capital Advisors’s Portfolio PSA.PRV.CL Stock Details PSA.PRV.CL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-2,000	Closed	-$48K	–	1026
2020 Q1	$48K	Hold	2,000	–	–	0.05%	285
2019 Q4	$50K	Buy	+2,000	New	+$50.7K	0.04%	341

Other funds holding PSA.PRV.CL

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

AWM

Altavista Wealth Management Asheville, North Carolina $496M AUM 20.88% 1-Year Est. Return

SIM

Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

Ranch Capital Advisors's PSA.PRV.CL Position: Q2 2020 in Review

Ranch Capital Advisors sold out of PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of (PSA.PRV.CL) in Q2 2020, closing a stake of 2,000 shares — an estimated $48K sold.

Ranch Capital Advisors first reported a position in PSA.PRV.CL in Q4 2019 and held it in 2 quarters. The position peaked at $50K in Q4 2019. 3 funds tracked by Wall St. Rank hold PSA.PRV.CL as of Q2 2020.

Ranch Capital Advisors reported no remaining PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of position as of Q2 2020 after selling out during the quarter.
Ranch Capital Advisors sold 2,000 PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of shares in Q2 2020, an estimated $48K.
Ranch Capital Advisors first reported a position in PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of in Q4 2019 and held it in 2 quarters.
Ranch Capital Advisors's PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of position peaked at $50K in Q4 2019.
3 funds tracked by Wall St. Rank held PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of as of Q2 2020.

Based on Ranch Capital Advisors's 13F filing for Q2 2020, filed 12 Aug 2020.