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	–	1548
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

Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return

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

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

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return

Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

EII Capital Management New York $774K AUM 22.41% 1-Year Est. Return

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