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Squar Milner Financial Services’s Public Storage PSA Stock Holding History

Squar Milner Financial Services’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
2019
Q3 		– Sell
-15
Closed -$4K – 578
2019
Q2 		$4K Sell
15
-150
-91% -$34.4K ﹤0.01% 633
2019
Q1 		$35K Hold
165
– – 0.03% 365
2018
Q4 		$33K Buy
165
+150
+1,000% +$30.6K 0.03% 334
2018
Q3 		$3K Hold
15
– – ﹤0.01% 694
2018
Q2 		$3K Buy
+15
New +$3.12K ﹤0.01% 791

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Squar Milner Financial Services's PSA Position: Q3 2019 in Review

Squar Milner Financial Services sold out of Public Storage (PSA) in Q3 2019, closing a stake of 15 shares — an estimated $4K sold.

Squar Milner Financial Services first reported a position in PSA in Q2 2018 and held it in 5 quarters. The position peaked at $35K in Q1 2019. 740 funds tracked by Wall St. Rank hold PSA as of Q3 2019.

  • Squar Milner Financial Services reported no remaining Public Storage position as of Q3 2019 after selling out during the quarter.
  • Squar Milner Financial Services sold 15 Public Storage shares in Q3 2019, an estimated $4K.
  • Squar Milner Financial Services first reported a position in Public Storage in Q2 2018 and held it in 5 quarters.
  • Squar Milner Financial Services's Public Storage position peaked at $35K in Q1 2019.
  • 740 funds tracked by Wall St. Rank held Public Storage as of Q3 2019.

Based on Squar Milner Financial Services's 13F filing for Q3 2019, filed 22 Oct 2019.