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

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

Northstar Investment Advisors Denver, Colorado $755M AUM 37.8% 1-Year Est. Return

Bell Rock Capital Rehoboth Beach, Delaware $81M AUM 9.85% 1-Year Est. Return

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return