RIG
PSA.PRZ.CL

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

Roosevelt Investment Group’s Portfolio PSA.PRZ.CL Stock Details PSA.PRZ.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-54,152
Closed -$1.36M – 203
2018
Q4 		$1.36M Sell
54,152
-5,247
-9% -$132K 0.15% 81
2018
Q3 		$1.5M Sell
59,399
-3,293
-5% -$85.4K 0.14% 83
2018
Q2 		$1.65M Sell
62,692
-1,146
-2% -$29.8K 0.15% 85
2018
Q1 		$1.66M Sell
63,838
-1,825
-3% -$47.5K 0.16% 92
2017
Q4 		$1.74M Sell
65,663
-1,722
-3% -$45.9K 0.16% 98
2017
Q3 		$1.76M Sell
67,385
-4,071
-6% -$109K 0.16% 105
2017
Q2 		$1.91M Buy
71,456
+5,028
+8% +$135K 0.18% 106
2017
Q1 		$1.78M Buy
66,428
+30,253
+84% +$799K 0.16% 115
2016
Q4 		$916K Buy
36,175
+26,175
+262% +$684K 0.08% 117
2016
Q3 		$275K Hold
10,000
– – 0.02% 159
2016
Q2 		$282K Buy
+10,000
New +$277K 0.02% 158

Other funds holding PSA.PRZ.CL

FIMS
FBL Investment Management Services West Des Moines, Iowa $40.4M AUM 15.93% 1-Year Est. Return
PT
Plimoth Trust Plymouth, Massachusetts $447M AUM 24.12% 1-Year Est. Return
FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.53B AUM 18.11% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

Roosevelt Investment Group's PSA.PRZ.CL Position: Q1 2019 in Review

Roosevelt Investment Group sold out of Public Storage (PSA.PRZ.CL) in Q1 2019, closing a stake of 54,152 shares — an estimated $1.36M sold.

Roosevelt Investment Group first reported a position in PSA.PRZ.CL in Q2 2016 and held it in 11 quarters. The position peaked at $1.91M in Q2 2017. 5 funds tracked by Wall St. Rank hold PSA.PRZ.CL as of Q1 2019.

  • Roosevelt Investment Group reported no remaining Public Storage position as of Q1 2019 after selling out during the quarter.
  • Roosevelt Investment Group sold 54,152 Public Storage shares in Q1 2019, an estimated $1.36M.
  • Roosevelt Investment Group first reported a position in Public Storage in Q2 2016 and held it in 11 quarters.
  • Roosevelt Investment Group's Public Storage position peaked at $1.91M in Q2 2017.
  • 5 funds tracked by Wall St. Rank held Public Storage as of Q1 2019.

Based on Roosevelt Investment Group's 13F filing for Q1 2019, filed 9 May 2019.