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Rowland Carmichael Advisors’s Public Storage PSA Stock Holding History

Rowland Carmichael Advisors’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
2020
Q4 		– Sell
-1,097
Closed -$244K – 387
2020
Q3 		$244K Buy
+1,097
New +$224K 0.1% 238
2020
Q2 		– Sell
-1,598
Closed -$317K – 361
2020
Q1 		$317K Sell
1,598
-1,890
-54% -$405K 0.16% 161
2019
Q4 		$743K Buy
3,488
+67
+2% +$14.9K 0.26% 111
2019
Q3 		$839K Sell
3,421
-233
-6% -$58.5K 0.29% 92
2019
Q2 		$870K Buy
3,654
+33
+0.9% +$7.57K 0.3% 92
2019
Q1 		$789K Sell
3,621
-298
-8% -$62.4K 0.29% 95
2018
Q4 		$793K Sell
3,919
-28
-0.7% -$5.71K 0.35% 69
2018
Q3 		$796K Sell
3,947
-261
-6% -$56.3K 0.31% 88
2018
Q2 		$955K Sell
4,208
-269
-6% -$56K 0.4% 59
2018
Q1 		$897K Buy
4,477
+880
+24% +$171K 0.49% 67
2017
Q4 		$752K Sell
3,597
-12
-0.3% -$2.54K 0.39% 80
2017
Q3 		$772K Buy
3,609
+21
+0.6% +$4.34K 0.43% 70
2017
Q2 		$748K Buy
3,588
+197
+6% +$42.4K 0.43% 73
2017
Q1 		$742K Sell
3,391
-454
-12% -$101K 0.45% 72
2016
Q4 		$859K Buy
3,845
+139
+4% +$29.6K 0.51% 65
2016
Q3 		$827K Sell
3,706
-106
-3% -$24.8K 0.53% 71
2016
Q2 		$974K Buy
3,812
+670
+21% +$172K 0.61% 50
2016
Q1 		$867K Buy
+3,142
New +$793K 0.8% 35

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Rowland Carmichael Advisors's PSA Position: Q4 2020 in Review

Rowland Carmichael Advisors sold out of Public Storage (PSA) in Q4 2020, closing a stake of 1,097 shares — an estimated $244K sold.

Rowland Carmichael Advisors first reported a position in PSA in Q1 2016 and held it in 18 quarters. The position peaked at $974K in Q2 2016. 793 funds tracked by Wall St. Rank hold PSA as of Q4 2020.

  • Rowland Carmichael Advisors reported no remaining Public Storage position as of Q4 2020 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 1,097 Public Storage shares in Q4 2020, an estimated $244K.
  • Rowland Carmichael Advisors first reported a position in Public Storage in Q1 2016 and held it in 18 quarters.
  • Rowland Carmichael Advisors's Public Storage position peaked at $974K in Q2 2016.
  • 793 funds tracked by Wall St. Rank held Public Storage as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.