Reilly Financial Advisors’s PUBLIC STORAGE DEPOSITARY SHS RPSTG % CUMV PFD SHS SER P PSA.PRP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q4
Sell
-2,325
Closed -$58K 1492
2015
Q3
$58K Sell
2,325
-1,650
-42% -$42K 0.01% 367
2015
Q2
$101K Hold
3,975
0.02% 282
2015
Q1
$103K Sell
3,975
-200
-5% -$5.18K 0.02% 267
2014
Q4
$108K Sell
4,175
-200
-5% -$5.21K 0.03% 184
2014
Q3
$114K Hold
4,375
0.03% 170
2014
Q2
$113K Hold
4,375
0.03% 171
2014
Q1
$113K Buy
4,375
+55
+1% +$1.4K 0.03% 163
2013
Q4
$103K Sell
4,320
-55
-1% -$1.36K 0.03% 161
2013
Q3
$111K Hold
4,375
0.03% 132
2013
Q2
$113K Buy
+4,375
New +$116K 0.03% 131

Reilly Financial Advisors's PSA.PRP Position: Q4 2015 in Review

Reilly Financial Advisors sold out of PUBLIC STORAGE DEPOSITARY SHS RPSTG % CUMV PFD SHS SER P (PSA.PRP) in Q4 2015, closing a stake of 2,325 shares — an estimated $58K sold.

Reilly Financial Advisors first reported a position in PSA.PRP in Q2 2013 and held it in 10 quarters. The position peaked at $114K in Q3 2014. 0 funds tracked by Wall St. Rank hold PSA.PRP as of Q4 2015.

  • Reilly Financial Advisors reported no remaining PUBLIC STORAGE DEPOSITARY SHS RPSTG % CUMV PFD SHS SER P position as of Q4 2015 after selling out during the quarter.
  • Reilly Financial Advisors sold 2,325 PUBLIC STORAGE DEPOSITARY SHS RPSTG % CUMV PFD SHS SER P shares in Q4 2015, an estimated $58K.
  • Reilly Financial Advisors first reported a position in PUBLIC STORAGE DEPOSITARY SHS RPSTG % CUMV PFD SHS SER P in Q2 2013 and held it in 10 quarters.
  • Reilly Financial Advisors's PUBLIC STORAGE DEPOSITARY SHS RPSTG % CUMV PFD SHS SER P position peaked at $114K in Q3 2014.
  • 0 funds tracked by Wall St. Rank held PUBLIC STORAGE DEPOSITARY SHS RPSTG % CUMV PFD SHS SER P as of Q4 2015.

Based on Reilly Financial Advisors's 13F filing for Q4 2015, filed 22 Jan 2016.