SAM
PSA.PRT.CL

SignalPoint Asset Management’s Public Storage PSA.PRT.CL Stock Holding History

SignalPoint Asset Management’s Portfolio PSA.PRT.CL Stock Details PSA.PRT.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-12,900
Closed -$313K – 249
2016
Q4 		$313K Hold
12,900
– – 0.08% 197
2016
Q3 		$330K Hold
12,900
– – 0.09% 175
2016
Q2 		$341K Hold
12,900
– – 0.14% 159
2016
Q1 		$339K Hold
12,900
– – 0.15% 146
2015
Q4 		$332K Hold
12,900
– – 0.15% 122
2015
Q3 		$322K Sell
12,900
-750
-5% -$18.6K 0.15% 118
2015
Q2 		$347K Hold
13,650
– – 0.14% 124
2015
Q1 		$347K Buy
+13,650
New +$345K 0.14% 124

Other funds holding PSA.PRT.CL

LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return
ECM
EII Capital Management New York $774K AUM 22.41% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return