RFA
PSA.PRU.CL

Reilly Financial Advisors’s Public Storage Depositary Shares Each Representing 1/1000 of a 5.625% Cumulative Preferred Share of PSA.PRU.CL Stock Holding History

Reilly Financial Advisors’s Portfolio PSA.PRU.CL Stock Details PSA.PRU.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-2,800
Closed -$71.8K – 1445
2015
Q3 		$70K Hold
2,800
– – 0.01% 324
2015
Q2 		$68K Hold
2,800
– – 0.01% 376
2015
Q1 		$70K Hold
2,800
– – 0.01% 344
2014
Q4 		$69K Hold
2,800
– – 0.02% 227
2014
Q3 		$67K Hold
2,800
– – 0.02% 216
2014
Q2 		$67K Hold
2,800
– – 0.02% 222
2014
Q1 		$64K Hold
2,800
– – 0.02% 239
2013
Q4 		$56K Hold
2,800
– – 0.01% 233
2013
Q3 		$61K Buy
2,800
+100
+4% +$2.23K 0.02% 192
2013
Q2 		$65K Buy
+2,700
New +$68.6K 0.02% 176

Other funds holding PSA.PRU.CL

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CIM
CIM Investment Management Pittsburgh, Pennsylvania $375M AUM 32.03% 1-Year Est. Return
NIA
Northstar Investment Advisors Denver, Colorado $755M AUM 37.8% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MWP
MYCIO Wealth Partners Philadelphia, Pennsylvania $535M AUM 19.4% 1-Year Est. Return

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

Reilly Financial Advisors sold out of Public Storage Depositary Shares Each Representing 1/1000 of a 5.625% Cumulative Preferred Share of (PSA.PRU.CL) in Q4 2015, closing a stake of 2,800 shares — an estimated $71.8K sold.

Reilly Financial Advisors first reported a position in PSA.PRU.CL in Q2 2013 and held it in 10 quarters. The position peaked at $70K in Q3 2015. 7 funds tracked by Wall St. Rank hold PSA.PRU.CL as of Q4 2015.

  • Reilly Financial Advisors reported no remaining Public Storage Depositary Shares Each Representing 1/1000 of a 5.625% Cumulative Preferred Share of position as of Q4 2015 after selling out during the quarter.
  • Reilly Financial Advisors sold 2,800 Public Storage Depositary Shares Each Representing 1/1000 of a 5.625% Cumulative Preferred Share of shares in Q4 2015, an estimated $71.8K.
  • Reilly Financial Advisors first reported a position in Public Storage Depositary Shares Each Representing 1/1000 of a 5.625% Cumulative Preferred Share of in Q2 2013 and held it in 10 quarters.
  • Reilly Financial Advisors's Public Storage Depositary Shares Each Representing 1/1000 of a 5.625% Cumulative Preferred Share of position peaked at $70K in Q3 2015.
  • 7 funds tracked by Wall St. Rank held Public Storage Depositary Shares Each Representing 1/1000 of a 5.625% Cumulative Preferred Share of as of Q4 2015.

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