SIM
PSA.PRB

Sonora Investment Management’s Public Storage Depositary Shares Each Representing 1/1,000 of a 5.40% Cumulative Preferred Share of PSA.PRB Stock Holding History

Sonora Investment Management’s Portfolio PSA.PRB Stock Details PSA.PRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-200
Closed -$5.24K – 1236
2017
Q2 		$5.24K Sell
200
-1,025
-84% -$26.3K ﹤0.01% 830
2017
Q1 		$30.1K Hold
1,225
– – 0.01% 406
2016
Q4 		$27.7K Hold
1,225
– – 0.01% 375
2016
Q3 		$32.4K Buy
+1,225
New +$32.7K 0.01% 347

Other funds holding PSA.PRB

SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return
RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
NIA
Northstar Investment Advisors Denver, Colorado $755M AUM 37.8% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

Sonora Investment Management's PSA.PRB Position: Q3 2017 in Review

Sonora Investment Management sold out of Public Storage Depositary Shares Each Representing 1/1,000 of a 5.40% Cumulative Preferred Share of (PSA.PRB) in Q3 2017, closing a stake of 200 shares — an estimated $5.24K sold.

Sonora Investment Management first reported a position in PSA.PRB in Q3 2016 and held it in 4 quarters. The position peaked at $32.4K in Q3 2016. 7 funds tracked by Wall St. Rank hold PSA.PRB as of Q3 2017.

  • Sonora Investment Management reported no remaining Public Storage Depositary Shares Each Representing 1/1,000 of a 5.40% Cumulative Preferred Share of position as of Q3 2017 after selling out during the quarter.
  • Sonora Investment Management sold 200 Public Storage Depositary Shares Each Representing 1/1,000 of a 5.40% Cumulative Preferred Share of shares in Q3 2017, an estimated $5.24K.
  • Sonora Investment Management first reported a position in Public Storage Depositary Shares Each Representing 1/1,000 of a 5.40% Cumulative Preferred Share of in Q3 2016 and held it in 4 quarters.
  • Sonora Investment Management's Public Storage Depositary Shares Each Representing 1/1,000 of a 5.40% Cumulative Preferred Share of position peaked at $32.4K in Q3 2016.
  • 7 funds tracked by Wall St. Rank held Public Storage Depositary Shares Each Representing 1/1,000 of a 5.40% Cumulative Preferred Share of as of Q3 2017.

Based on Sonora Investment Management's 13F filing for Q3 2017, filed 12 Oct 2017.