Simmons First Trust’s Public Storage PSA Stock Holding History

Simmons First Trust’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
2015 Q3	–	Sell	-4,617	Closed	-$851K	–	168
2015 Q2	$851K	Buy	4,617 +2,099	+83%	+$403K	0.21%	98
2015 Q1	$496K	Buy	2,518 +556	+28%	+$110K	0.12%	119
2014 Q4	$363K	Buy	1,962 +200	+11%	+$36.2K	0.09%	134
2014 Q3	$292K	Buy	1,762 +4	+0.2%	+$687	0.09%	110
2014 Q2	$301K	Buy	+1,758	New	+$301K	0.09%	115

Other funds holding PSA

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

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

AAMU

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

BFA

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Simmons First Trust's PSA Position: Q3 2015 in Review

Simmons First Trust sold out of Public Storage (PSA) in Q3 2015, closing a stake of 4,617 shares — an estimated $851K sold.

Simmons First Trust first reported a position in PSA in Q2 2014 and held it in 5 quarters. The position peaked at $851K in Q2 2015. 545 funds tracked by Wall St. Rank hold PSA as of Q3 2015.

Simmons First Trust reported no remaining Public Storage position as of Q3 2015 after selling out during the quarter.
Simmons First Trust sold 4,617 Public Storage shares in Q3 2015, an estimated $851K.
Simmons First Trust first reported a position in Public Storage in Q2 2014 and held it in 5 quarters.
Simmons First Trust's Public Storage position peaked at $851K in Q2 2015.
545 funds tracked by Wall St. Rank held Public Storage as of Q3 2015.

Based on Simmons First Trust's 13F filing for Q3 2015, filed 3 Nov 2015.