SOAMC
PSA.PRV.CL

Spirit of America Management Corp’s PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of PSA.PRV.CL Stock Holding History

Spirit of America Management Corp’s Portfolio PSA.PRV.CL Stock Details PSA.PRV.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-10,000
Closed -$210K – 208
2013
Q3 		$210K Hold
10,000
– – 0.08% 236
2013
Q2 		$236K Buy
+10,000
New +$250K 0.09% 221

Other funds holding PSA.PRV.CL

CAM
Capstone Asset Management Houston, Texas $3.6B AUM 68.52% 1-Year Est. Return
NPF
Norris Perne & French Grand Rapids, Michigan $1.71B AUM 30.87% 1-Year Est. Return
VCM
Vision Capital Management Portland, Oregon $876M AUM 25.63% 1-Year Est. Return
FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.7B AUM 23.97% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
BC
Barnett & Company Chattanooga, Tennessee $135M AUM 27.14% 1-Year Est. Return
RFA
Reilly Financial Advisors La Mesa, California $1.35B AUM 22.65% 1-Year Est. Return
ECM
EII Capital Management New York $774K AUM 22.41% 1-Year Est. Return

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

Spirit of America Management Corp sold out of PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of (PSA.PRV.CL) in Q4 2013, closing a stake of 10,000 shares — an estimated $210K sold.

Spirit of America Management Corp first reported a position in PSA.PRV.CL in Q2 2013 and held it in 2 quarters. The position peaked at $236K in Q2 2013. 8 funds tracked by Wall St. Rank hold PSA.PRV.CL as of Q4 2013.

  • Spirit of America Management Corp reported no remaining PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of position as of Q4 2013 after selling out during the quarter.
  • Spirit of America Management Corp sold 10,000 PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of shares in Q4 2013, an estimated $210K.
  • Spirit of America Management Corp first reported a position in PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% 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 1/1,000 of a 5.375% Cumulative Preferred Share of position peaked at $236K in Q2 2013.
  • 8 funds tracked by Wall St. Rank held PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% 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.