RIG
PSA.PRD

Roosevelt Investment Group’s Public Storage PSA.PRD Stock Holding History

Roosevelt Investment Group’s Portfolio PSA.PRD Stock Details PSA.PRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-8,245
Closed -$202K – 191
2017
Q2 		$202K Buy
+8,245
New +$198K 0.02% 183
2016
Q4 		– Sell
-8,245
Closed -$213K – 205
2016
Q3 		$213K Buy
+8,245
New +$208K 0.02% 178

Other funds holding PSA.PRD

SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 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 $8.14B AUM 14.79% 1-Year Est. Return
NIA
Northstar Investment Advisors Denver, Colorado $755M AUM 37.8% 1-Year Est. Return
BRC
Bell Rock Capital Rehoboth Beach, Delaware $81M AUM 9.85% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $578M AUM 49.48% 1-Year Est. Return

Roosevelt Investment Group's PSA.PRD Position: Q3 2017 in Review

Roosevelt Investment Group sold out of Public Storage (PSA.PRD) in Q3 2017, closing a stake of 8,245 shares — an estimated $202K sold.

Roosevelt Investment Group first reported a position in PSA.PRD in Q3 2016 and held it in 2 quarters. The position peaked at $213K in Q3 2016. 7 funds tracked by Wall St. Rank hold PSA.PRD as of Q3 2017.

  • Roosevelt Investment Group reported no remaining Public Storage position as of Q3 2017 after selling out during the quarter.
  • Roosevelt Investment Group sold 8,245 Public Storage shares in Q3 2017, an estimated $202K.
  • Roosevelt Investment Group first reported a position in Public Storage in Q3 2016 and held it in 2 quarters.
  • Roosevelt Investment Group's Public Storage position peaked at $213K in Q3 2016.
  • 7 funds tracked by Wall St. Rank held Public Storage as of Q3 2017.

Based on Roosevelt Investment Group's 13F filing for Q3 2017, filed 8 Nov 2017.