Reilly Financial Advisors’s Public Storage PSA.PRS.CL Stock Holding History

Reilly Financial Advisors’s Portfolio PSA.PRS.CL Stock Details PSA.PRS.CL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-500	Closed	-$12.8K	–	1350
2015 Q4	$13K	Sell	500 -800	-62%	-$20.5K	﹤0.01%	717
2015 Q3	$33K	Hold	1,300	–	–	0.01%	477
2015 Q2	$32K	Hold	1,300	–	–	0.01%	541
2015 Q1	$34K	Hold	1,300	–	–	0.01%	515
2014 Q4	$33K	Hold	1,300	–	–	0.01%	317
2014 Q3	$32K	Hold	1,300	–	–	0.01%	320
2014 Q2	$32K	Hold	1,300	–	–	0.01%	329
2014 Q1	$31K	Hold	1,300	–	–	0.01%	355
2013 Q4	$28K	Sell	1,300 -1,000	-43%	-$22.1K	0.01%	340
2013 Q3	$52K	Hold	2,300	–	–	0.01%	214
2013 Q2	$58K	Buy	+2,300	New	+$59.9K	0.02%	196

Other funds holding PSA.PRS.CL

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

SRIM

Saratoga Research & Investment Management Saratoga, California $1.76B AUM 15.32% 1-Year Est. Return

LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return

SOAMC

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

ECM

Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return

WRM

Westport Resources Management Westport, Connecticut $138M AUM 14.6% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MWP

MYCIO Wealth Partners Philadelphia, Pennsylvania $502M AUM 11.65% 1-Year Est. Return

Reilly Financial Advisors's PSA.PRS.CL Position: Q1 2016 in Review

Reilly Financial Advisors sold out of Public Storage (PSA.PRS.CL) in Q1 2016, closing a stake of 500 shares — an estimated $12.8K sold.

Reilly Financial Advisors first reported a position in PSA.PRS.CL in Q2 2013 and held it in 11 quarters. The position peaked at $58K in Q2 2013. 9 funds tracked by Wall St. Rank hold PSA.PRS.CL as of Q1 2016.

Reilly Financial Advisors reported no remaining Public Storage position as of Q1 2016 after selling out during the quarter.
Reilly Financial Advisors sold 500 Public Storage shares in Q1 2016, an estimated $12.8K.
Reilly Financial Advisors first reported a position in Public Storage in Q2 2013 and held it in 11 quarters.
Reilly Financial Advisors's Public Storage position peaked at $58K in Q2 2013.
9 funds tracked by Wall St. Rank held Public Storage as of Q1 2016.

Based on Reilly Financial Advisors's 13F filing for Q1 2016, filed 20 Apr 2016.