SOAMC
PSA.PRU.CL

Spirit of America Management Corp’s Public Storage Depositary Shares Each Representing 1/1000 of a 5.625% Cumulative Preferred Share of PSA.PRU.CL Stock Holding History

Spirit of America Management Corp’s Portfolio PSA.PRU.CL Stock Details PSA.PRU.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-19,000
Closed -$413K – 218
2013
Q3 		$413K Hold
19,000
– – 0.15% 185
2013
Q2 		$459K Buy
+19,000
New +$483K 0.17% 171

Other funds holding PSA.PRU.CL

CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return
NIA
Northstar Investment Advisors Denver, Colorado $755M AUM 37.8% 1-Year Est. Return
RFA
Reilly Financial Advisors La Mesa, California $1.35B AUM 22.65% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HCC
Hirtle Callaghan & Co West Conshohocken, Pennsylvania $2.92B AUM 17.65% 1-Year Est. Return

Spirit of America Management Corp's PSA.PRU.CL Position: Q4 2013 in Review

Spirit of America Management Corp sold out of Public Storage Depositary Shares Each Representing 1/1000 of a 5.625% Cumulative Preferred Share of (PSA.PRU.CL) in Q4 2013, closing a stake of 19,000 shares — an estimated $413K sold.

Spirit of America Management Corp first reported a position in PSA.PRU.CL in Q2 2013 and held it in 2 quarters. The position peaked at $459K in Q2 2013. 7 funds tracked by Wall St. Rank hold PSA.PRU.CL as of Q4 2013.

  • Spirit of America Management Corp reported no remaining Public Storage Depositary Shares Each Representing 1/1000 of a 5.625% Cumulative Preferred Share of position as of Q4 2013 after selling out during the quarter.
  • Spirit of America Management Corp sold 19,000 Public Storage Depositary Shares Each Representing 1/1000 of a 5.625% Cumulative Preferred Share of shares in Q4 2013, an estimated $413K.
  • Spirit of America Management Corp first reported a position in Public Storage Depositary Shares Each Representing 1/1000 of a 5.625% Cumulative Preferred Share of in Q2 2013 and held it in 2 quarters.
  • Spirit of America Management Corp's Public Storage Depositary Shares Each Representing 1/1000 of a 5.625% Cumulative Preferred Share of position peaked at $459K in Q2 2013.
  • 7 funds tracked by Wall St. Rank held Public Storage Depositary Shares Each Representing 1/1000 of a 5.625% Cumulative Preferred Share of as of Q4 2013.

Based on Spirit of America Management Corp's 13F filing for Q4 2013, filed 16 Jan 2014.