SLF
PSA.PRW

Sun Life Financial’s Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of PSA.PRW Stock Holding History

Sun Life Financial’s Portfolio PSA.PRW Stock Details PSA.PRW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-38,035
Closed -$973 – 146
2016
Q1 		$973 Buy
+38,035
New +$959K ﹤0.01% 106

Other funds holding PSA.PRW

AAM
AR Asset Management West Hollywood, California $517M AUM 18.31% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
CCM
Cribstone Capital Management Augusta, Maine $172M AUM 13.58% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
MWP
MYCIO Wealth Partners Philadelphia, Pennsylvania $502M AUM 11.65% 1-Year Est. Return

Sun Life Financial's PSA.PRW Position: Q2 2016 in Review

Sun Life Financial sold out of Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of (PSA.PRW) in Q2 2016, closing a stake of 38,035 shares — an estimated $973 sold.

Sun Life Financial first reported a position in PSA.PRW in Q1 2016 and held it in 1 quarter. The position peaked at $973 in Q1 2016. 7 funds tracked by Wall St. Rank hold PSA.PRW as of Q2 2016.

  • Sun Life Financial reported no remaining Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of position as of Q2 2016 after selling out during the quarter.
  • Sun Life Financial sold 38,035 Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of shares in Q2 2016, an estimated $973.
  • Sun Life Financial first reported a position in Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of in Q1 2016 and held it in 1 quarter.
  • Sun Life Financial's Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of position peaked at $973 in Q1 2016.
  • 7 funds tracked by Wall St. Rank held Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of as of Q2 2016.

Based on Sun Life Financial's 13F filing for Q2 2016, filed 10 Aug 2016.