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Symphony Asset Management’s Public Storage PSA Stock Holding History

Symphony Asset Management’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
2015
Q4 		– Sell
-2,453
Closed -$519K – 450
2015
Q3 		$519K Sell
2,453
-3,717
-60% -$757K 0.06% 307
2015
Q2 		$1.14M Hold
6,170
– – 0.14% 162
2015
Q1 		$1.22M Buy
6,170
+1,713
+38% +$339K 0.14% 156
2014
Q4 		$824K Buy
+4,457
New +$807K 0.1% 188
2013
Q4 		– Sell
-6,140
Closed -$986K – 485
2013
Q3 		$986K Sell
6,140
-999
-14% -$158K 0.1% 188
2013
Q2 		$1.09M Buy
+7,139
New +$1.13M 0.11% 177

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Symphony Asset Management's PSA Position: Q4 2015 in Review

Symphony Asset Management sold out of Public Storage (PSA) in Q4 2015, closing a stake of 2,453 shares — an estimated $519K sold.

Symphony Asset Management first reported a position in PSA in Q2 2013 and held it in 6 quarters. The position peaked at $1.22M in Q1 2015. 564 funds tracked by Wall St. Rank hold PSA as of Q4 2015.

  • Symphony Asset Management reported no remaining Public Storage position as of Q4 2015 after selling out during the quarter.
  • Symphony Asset Management sold 2,453 Public Storage shares in Q4 2015, an estimated $519K.
  • Symphony Asset Management first reported a position in Public Storage in Q2 2013 and held it in 6 quarters.
  • Symphony Asset Management's Public Storage position peaked at $1.22M in Q1 2015.
  • 564 funds tracked by Wall St. Rank held Public Storage as of Q4 2015.

Based on Symphony Asset Management's 13F filing for Q4 2015, filed 12 Feb 2016.