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
2016
Q2 		– Sell
-2,800
Closed -$73K – 1030
2016
Q1 		$73K Hold
2,800
– – 0.01% 319
2015
Q4 		$72K Buy
+2,800
New +$71.8K 0.01% 330

Other funds holding PSA.PRU.CL

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $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.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.