SCM
PSA.PRR

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

RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
DIA
Denver Investment Advisors Denver, Colorado $1.89B AUM 7.9% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.37B AUM 30.24% 1-Year Est. Return
RC
Roundview Capital Princeton, New Jersey $1.83B AUM 26.02% 1-Year Est. Return
FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.7B AUM 23.97% 1-Year Est. Return
MCC
Mid Continent Capital Chicago, Illinois $1.54B AUM 0.7% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $7.56B AUM 44.87% 1-Year Est. Return

Summit Capital Management's PSA.PRR Position: Q2 2014 in Review

Summit Capital Management sold out of PUBLIC STORAGE DEPOSITORY SH REPSTG 1/1000TH PFD SER R (PSA.PRR) in Q2 2014, closing a stake of 298,874 shares — an estimated $7.54M sold.

Summit Capital Management first reported a position in PSA.PRR in Q1 2014 and held it in 1 quarter. The position peaked at $7.54M in Q1 2014. 12 funds tracked by Wall St. Rank hold PSA.PRR as of Q2 2014.

  • Summit Capital Management reported no remaining PUBLIC STORAGE DEPOSITORY SH REPSTG 1/1000TH PFD SER R position as of Q2 2014 after selling out during the quarter.
  • Summit Capital Management sold 298,874 PUBLIC STORAGE DEPOSITORY SH REPSTG 1/1000TH PFD SER R shares in Q2 2014, an estimated $7.54M.
  • Summit Capital Management first reported a position in PUBLIC STORAGE DEPOSITORY SH REPSTG 1/1000TH PFD SER R in Q1 2014 and held it in 1 quarter.
  • Summit Capital Management's PUBLIC STORAGE DEPOSITORY SH REPSTG 1/1000TH PFD SER R position peaked at $7.54M in Q1 2014.
  • 12 funds tracked by Wall St. Rank held PUBLIC STORAGE DEPOSITORY SH REPSTG 1/1000TH PFD SER R as of Q2 2014.

Based on Summit Capital Management's 13F filing for Q2 2014, filed 8 Aug 2014.