RFA
PSA.PRW

Reilly Financial Advisors’s Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of PSA.PRW Stock Holding History

Reilly Financial Advisors’s Portfolio PSA.PRW Stock Details PSA.PRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-2,025
Closed -$52K – 1015
2016
Q1 		$52K Hold
2,025
– – 0.01% 380
2015
Q4 		$51K Buy
+2,025
New +$50.1K 0.01% 392

Other funds holding PSA.PRW

AAM
AR Asset Management West Hollywood, California $517M AUM 18.31% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
CCM
Cribstone Capital Management Augusta, Maine $172M AUM 13.58% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
MWP
MYCIO Wealth Partners Philadelphia, Pennsylvania $502M AUM 11.65% 1-Year Est. Return

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

Reilly Financial Advisors sold out of Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of (PSA.PRW) in Q4 2015, closing a stake of 2,450 shares — an estimated $60.6K sold.

Reilly Financial Advisors first reported a position in PSA.PRW in Q2 2013 and held it in 10 quarters. The position peaked at $59K in Q1 2015. 4 funds tracked by Wall St. Rank hold PSA.PRW as of Q4 2015.

  • Reilly Financial Advisors reported no remaining Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of position as of Q4 2015 after selling out during the quarter.
  • Reilly Financial Advisors sold 2,450 Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of shares in Q4 2015, an estimated $60.6K.
  • Reilly Financial Advisors first reported a position in Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% 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 5.20% Cumulative Preferred Share of position peaked at $59K in Q1 2015.
  • 4 funds tracked by Wall St. Rank held Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of as of Q4 2015.

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