STA
PSB

Summit Trail Advisors’s PS Business Parks, Inc. PSB Stock Holding History

Summit Trail Advisors’s Portfolio PSB Stock Details PSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-91
Closed -$11K – 1842
2017
Q4 		$11K Buy
+91
New +$12K ﹤0.01% 1207

Other funds holding PSB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Summit Trail Advisors's PSB Position: Q1 2018 in Review

Summit Trail Advisors sold out of PS Business Parks, Inc. (PSB) in Q1 2018, closing a stake of 91 shares — an estimated $11K sold.

Summit Trail Advisors first reported a position in PSB in Q4 2017 and held it in 1 quarter. The position peaked at $11K in Q4 2017. 200 funds tracked by Wall St. Rank hold PSB as of Q1 2018.

  • Summit Trail Advisors reported no remaining PS Business Parks, Inc. position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 91 PS Business Parks, Inc. shares in Q1 2018, an estimated $11K.
  • Summit Trail Advisors first reported a position in PS Business Parks, Inc. in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's PS Business Parks, Inc. position peaked at $11K in Q4 2017.
  • 200 funds tracked by Wall St. Rank held PS Business Parks, Inc. as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.