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Stanford Investment Group’s Public Storage PSA Stock Holding History

Stanford Investment Group’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
2017
Q1 		– Sell
-326
Closed -$73K – 209
2016
Q4 		$73K Hold
326
– – 0.04% 110
2016
Q3 		$73K Hold
326
– – 0.03% 112
2016
Q2 		$83K Hold
326
– – 0.04% 100
2016
Q1 		$90K Buy
+326
New +$82.2K 0.05% 95

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stanford Investment Group's PSA Position: Q1 2017 in Review

Stanford Investment Group sold out of Public Storage (PSA) in Q1 2017, closing a stake of 326 shares — an estimated $73K sold.

Stanford Investment Group first reported a position in PSA in Q1 2016 and held it in 4 quarters. The position peaked at $90K in Q1 2016. 632 funds tracked by Wall St. Rank hold PSA as of Q1 2017.

  • Stanford Investment Group reported no remaining Public Storage position as of Q1 2017 after selling out during the quarter.
  • Stanford Investment Group sold 326 Public Storage shares in Q1 2017, an estimated $73K.
  • Stanford Investment Group first reported a position in Public Storage in Q1 2016 and held it in 4 quarters.
  • Stanford Investment Group's Public Storage position peaked at $90K in Q1 2016.
  • 632 funds tracked by Wall St. Rank held Public Storage as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.