Reilly Financial Advisors’s PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of PSA.PRV.CL Stock Holding History

Reilly Financial Advisors’s Portfolio PSA.PRV.CL Stock Details PSA.PRV.CL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-6,800	Closed	-$170K	–	1441
2015 Q3	$165K	Hold	6,800	–	–	0.03%	193
2015 Q2	$159K	Hold	6,800	–	–	0.03%	213
2015 Q1	$164K	Hold	6,800	–	–	0.03%	199
2014 Q4	$160K	Hold	6,800	–	–	0.04%	149
2014 Q3	$156K	Hold	6,800	–	–	0.04%	146
2014 Q2	$155K	Hold	6,800	–	–	0.04%	143
2014 Q1	$146K	Hold	6,800	–	–	0.03%	141
2013 Q4	$133K	Sell	6,800 -1,400	-17%	-$28.6K	0.03%	135
2013 Q3	$171K	Sell	8,200 -1,000	-11%	-$21.6K	0.05%	110
2013 Q2	$216K	Buy	+9,200	New	+$230K	0.06%	96

Other funds holding PSA.PRV.CL

SAC

Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return

CAM

Capstone Asset Management Houston, Texas $3.6B AUM 20.21% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FBB

Fulton Breakefield Broenniman Bethesda, Maryland $1.53B AUM 18.11% 1-Year Est. Return

MWP

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

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

Reilly Financial Advisors sold out of PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of (PSA.PRV.CL) in Q4 2015, closing a stake of 6,800 shares — an estimated $170K sold.

Reilly Financial Advisors first reported a position in PSA.PRV.CL in Q2 2013 and held it in 10 quarters. The position peaked at $216K in Q2 2013. 5 funds tracked by Wall St. Rank hold PSA.PRV.CL as of Q4 2015.

Reilly Financial Advisors reported no remaining PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of position as of Q4 2015 after selling out during the quarter.
Reilly Financial Advisors sold 6,800 PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of shares in Q4 2015, an estimated $170K.
Reilly Financial Advisors first reported a position in PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of in Q2 2013 and held it in 10 quarters.
Reilly Financial Advisors's PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of position peaked at $216K in Q2 2013.
5 funds tracked by Wall St. Rank held PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of as of Q4 2015.

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