Royal Fund Management’s Public Storage PSA Stock Holding History

Royal Fund Management’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 Q2	–	Sell	-164	Closed	-$32K	–	464
2020 Q1	$32K	Sell	164 -35	-18%	-$7.5K	0.01%	264
2019 Q4	$42K	Hold	199	–	–	0.01%	260
2019 Q3	$48K	Buy	199 +1	+0.5%	+$251	0.01%	239
2019 Q2	$47K	Sell	198 -4	-2%	-$917	0.01%	237
2019 Q1	$44K	Hold	202	–	–	0.01%	220
2018 Q4	$40K	Buy	202 +5	+3%	+$1.02K	0.02%	206
2018 Q3	$39K	Buy	197 +1	+0.5%	+$216	0.01%	208
2018 Q2	$44K	Hold	196	–	–	0.01%	209
2018 Q1	$39K	Hold	196	–	–	0.01%	213
2017 Q4	$40K	Hold	196	–	–	0.01%	223
2017 Q3	$41K	Hold	196	–	–	0.02%	186
2017 Q2	$40K	Sell	196 -122	-38%	-$26.2K	0.02%	170
2017 Q1	$69K	Hold	318	–	–	0.03%	131
2016 Q4	$70K	Buy	+318	New	+$67.7K	0.04%	127

Other funds holding PSA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

AAMU

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Royal Fund Management's PSA Position: Q2 2020 in Review

Royal Fund Management sold out of Public Storage (PSA) in Q2 2020, closing a stake of 164 shares — an estimated $32K sold.

Royal Fund Management first reported a position in PSA in Q4 2016 and held it in 14 quarters. The position peaked at $70K in Q4 2016. 720 funds tracked by Wall St. Rank hold PSA as of Q2 2020.

Royal Fund Management reported no remaining Public Storage position as of Q2 2020 after selling out during the quarter.
Royal Fund Management sold 164 Public Storage shares in Q2 2020, an estimated $32K.
Royal Fund Management first reported a position in Public Storage in Q4 2016 and held it in 14 quarters.
Royal Fund Management's Public Storage position peaked at $70K in Q4 2016.
720 funds tracked by Wall St. Rank held Public Storage as of Q2 2020.

Based on Royal Fund Management's 13F filing for Q2 2020, filed 6 Aug 2020.