TSWM
PSA icon

Triangle Securities Wealth Management’s Public Storage PSA Stock Holding History

Triangle Securities 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
2013
Q3 		– Sell
-289
Closed -$44K – 314
2013
Q2 		$44K Buy
+289
New +$45.5K 0.03% 274

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Triangle Securities Wealth Management's PSA Position: Q3 2013 in Review

Triangle Securities Wealth Management sold out of Public Storage (PSA) in Q3 2013, closing a stake of 289 shares — an estimated $44K sold.

Triangle Securities Wealth Management first reported a position in PSA in Q2 2013 and held it in 1 quarter. The position peaked at $44K in Q2 2013. 459 funds tracked by Wall St. Rank hold PSA as of Q3 2013.

  • Triangle Securities Wealth Management reported no remaining Public Storage position as of Q3 2013 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 289 Public Storage shares in Q3 2013, an estimated $44K.
  • Triangle Securities Wealth Management first reported a position in Public Storage in Q2 2013 and held it in 1 quarter.
  • Triangle Securities Wealth Management's Public Storage position peaked at $44K in Q2 2013.
  • 459 funds tracked by Wall St. Rank held Public Storage as of Q3 2013.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.