Summit Capital Management’s PUBLIC STORAGE DEPOSITORY SH REPSTG 1/1000TH PFD SER R PSA.PRR Stock Holding History

Summit Capital Management’s Portfolio PSA.PRR Stock Details PSA.PRR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-298,874	Closed	-$7.54M	–	72
2014 Q1	$7.54M	Buy	+298,874	New	+$7.37M	2.66%	10

Other funds holding PSA.PRR

Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return

Denver Investment Advisors Denver, Colorado $1.89B AUM 7.9% 1-Year Est. Return

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return

Roundview Capital Princeton, New Jersey $1.61B AUM 16.92% 1-Year Est. Return

Fulton Breakefield Broenniman Bethesda, Maryland $1.53B AUM 18.11% 1-Year Est. Return

Mid Continent Capital Chicago, Illinois $1.54B AUM 0.7% 1-Year Est. Return

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return