RFA
PSA.PRT.CL

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

Reilly Financial Advisors’s Portfolio PSA.PRT.CL Stock Details PSA.PRT.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-1,250
Closed -$32K – 1534
2015
Q3 		$31K Hold
1,250
– – 0.01% 495
2015
Q2 		$30K Hold
1,250
– – 0.01% 558
2015
Q1 		$32K Sell
1,250
-750
-38% -$19K 0.01% 529
2014
Q4 		$49K Hold
2,000
– – 0.01% 271
2014
Q3 		$49K Hold
2,000
– – 0.01% 267
2014
Q2 		$49K Hold
2,000
– – 0.01% 275
2014
Q1 		$46K Hold
2,000
– – 0.01% 291
2013
Q4 		$42K Hold
2,000
– – 0.01% 272
2013
Q3 		$45K Sell
2,000
-500
-20% -$11.4K 0.01% 237
2013
Q2 		$61K Buy
+2,500
New +$64K 0.02% 189

Other funds holding PSA.PRT.CL

SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return
ECM
EII Capital Management New York $774K AUM 22.41% 1-Year Est. Return
MWP
MYCIO Wealth Partners Philadelphia, Pennsylvania $535M AUM 19.4% 1-Year Est. Return

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

Reilly Financial Advisors sold out of Public Storage (PSA.PRT.CL) in Q4 2015, closing a stake of 1,250 shares — an estimated $32K sold.

Reilly Financial Advisors first reported a position in PSA.PRT.CL in Q2 2013 and held it in 10 quarters. The position peaked at $61K in Q2 2013. 9 funds tracked by Wall St. Rank hold PSA.PRT.CL as of Q4 2015.

  • Reilly Financial Advisors reported no remaining Public Storage position as of Q4 2015 after selling out during the quarter.
  • Reilly Financial Advisors sold 1,250 Public Storage shares in Q4 2015, an estimated $32K.
  • Reilly Financial Advisors first reported a position in Public Storage in Q2 2013 and held it in 10 quarters.
  • Reilly Financial Advisors's Public Storage position peaked at $61K in Q2 2013.
  • 9 funds tracked by Wall St. Rank held Public Storage as of Q4 2015.

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