Rothschild & Co Asset Management US’s Public Storage PSA Stock Holding History

Rothschild & Co Asset Management US’s Portfolio PSA Stock Details PSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-23,571	Closed	-$5.26M	–	564
2016 Q3	$5.26M	Buy	23,571 +6,146	+35%	+$1.44M	0.09%	270
2016 Q2	$4.45M	Buy	17,425 +486	+3%	+$125K	0.08%	275
2016 Q1	$4.67M	Buy	16,939 +97	+0.6%	+$24.5K	0.09%	260
2015 Q4	$4.17M	Sell	16,842 -11,951	-42%	-$2.8M	0.08%	281
2015 Q3	$6.09M	Buy	28,793 +2,691	+10%	+$548K	0.12%	238
2015 Q2	$4.85M	Buy	26,102 +2,623	+11%	+$503K	0.09%	268
2015 Q1	$4.63M	Buy	23,479 +3,560	+18%	+$705K	0.09%	277
2014 Q4	$3.68M	Buy	+19,919	New	+$3.61M	0.07%	286

Other funds holding PSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Rothschild & Co Asset Management US's PSA Position: Q4 2016 in Review

Rothschild & Co Asset Management US sold out of Public Storage (PSA) in Q4 2016, closing a stake of 23,571 shares — an estimated $5.26M sold.

Rothschild & Co Asset Management US first reported a position in PSA in Q4 2014 and held it in 8 quarters. The position peaked at $6.09M in Q3 2015. 620 funds tracked by Wall St. Rank hold PSA as of Q4 2016.

Rothschild & Co Asset Management US reported no remaining Public Storage position as of Q4 2016 after selling out during the quarter.
Rothschild & Co Asset Management US sold 23,571 Public Storage shares in Q4 2016, an estimated $5.26M.
Rothschild & Co Asset Management US first reported a position in Public Storage in Q4 2014 and held it in 8 quarters.
Rothschild & Co Asset Management US's Public Storage position peaked at $6.09M in Q3 2015.
620 funds tracked by Wall St. Rank held Public Storage as of Q4 2016.

Based on Rothschild & Co Asset Management US's 13F filing for Q4 2016, filed 15 Feb 2017.