RFA
PSA.PRS.CL

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
Q2 		– Sell
-1,300
Closed -$34K – 1129
2016
Q1 		$34K Buy
1,300
+500
+63% +$12.8K 0.01% 461
2015
Q4 		$21K Buy
+800
New +$20.5K ﹤0.01% 605

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 $1.83B AUM 18.41% 1-Year Est. Return
LG
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
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
PNC Financial Services Group
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.