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Torch Wealth Management’s Public Storage PSA Stock Holding History

Torch Wealth 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
2014
Q3 		– Sell
-103
Closed -$18K – 201
2014
Q2 		$18K Hold
103
– – 0.01% 208
2014
Q1 		$17K Hold
103
– – 0.01% 219
2013
Q4 		$16K Buy
+103
New +$16.5K 0.01% 201

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Torch Wealth Management's PSA Position: Q3 2014 in Review

Torch Wealth Management sold out of Public Storage (PSA) in Q3 2014, closing a stake of 103 shares — an estimated $18K sold.

Torch Wealth Management first reported a position in PSA in Q4 2013 and held it in 3 quarters. The position peaked at $18K in Q2 2014. 481 funds tracked by Wall St. Rank hold PSA as of Q3 2014.

  • Torch Wealth Management reported no remaining Public Storage position as of Q3 2014 after selling out during the quarter.
  • Torch Wealth Management sold 103 Public Storage shares in Q3 2014, an estimated $18K.
  • Torch Wealth Management first reported a position in Public Storage in Q4 2013 and held it in 3 quarters.
  • Torch Wealth Management's Public Storage position peaked at $18K in Q2 2014.
  • 481 funds tracked by Wall St. Rank held Public Storage as of Q3 2014.

Based on Torch Wealth Management's 13F filing for Q3 2014, filed 29 Oct 2014.