Shine Investment Advisory Services’s Public Storage PSA Stock Holding History

Shine Investment Advisory Services’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 Q3	$25K	Hold	111	–	–	0.01%	416
2020 Q2	$21K	Hold	111	–	–	0.01%	453
2020 Q1	$22K	Hold	111	–	–	0.01%	408
2019 Q4	$24K	Hold	111	–	–	0.01%	459
2019 Q3	$27K	Hold	111	–	–	0.01%	414
2019 Q2	$26K	Hold	111	–	–	0.01%	425
2019 Q1	$24K	Hold	111	–	–	0.01%	441
2018 Q4	$22K	Hold	111	–	–	0.01%	428
2018 Q3	$22K	Hold	111	–	–	0.01%	436
2018 Q2	$25K	Hold	111	–	–	0.01%	426
2018 Q1	$22K	Sell	111 -31	-22%	-$6.04K	0.01%	442
2017 Q4	$30K	Hold	142	–	–	0.01%	386
2017 Q3	$30K	Hold	142	–	–	0.02%	388
2017 Q2	$30K	Buy	+142	New	+$30.5K	0.02%	369

Other funds holding PSA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Shine Investment Advisory Services's PSA Position: Q3 2020 in Review

Shine Investment Advisory Services held its Public Storage (PSA) position steady in Q3 2020 at 111 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #416.

Shine Investment Advisory Services first reported a position in PSA in Q2 2017 and has held it in 14 quarters since. The position peaked at $30K in Q4 2017. 728 funds tracked by Wall St. Rank hold PSA as of Q3 2020.

Shine Investment Advisory Services held 111 shares of Public Storage worth $25K as of Q3 2020.
Shine Investment Advisory Services left its Public Storage share count unchanged in Q3 2020.
Public Storage made up 0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #416 holding.
Shine Investment Advisory Services first reported a position in Public Storage in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's Public Storage position peaked at $30K in Q4 2017.
728 funds tracked by Wall St. Rank held Public Storage as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.