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Trutina Financial’s Public Storage PSA Stock Holding History

Trutina Financial’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
Q2 		– Sell
-388
Closed -$65K – 198
2014
Q1 		$65K Buy
+388
New +$62.8K 0.05% 107
2013
Q4 		– Sell
-388
Closed -$62K – 138
2013
Q3 		$62K Buy
+388
New +$61.5K 0.06% 94

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 $3.37T AUM 44.26% 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
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Trutina Financial's PSA Position: Q2 2014 in Review

Trutina Financial sold out of Public Storage (PSA) in Q2 2014, closing a stake of 388 shares — an estimated $65K sold.

Trutina Financial first reported a position in PSA in Q3 2013 and held it in 2 quarters. The position peaked at $65K in Q1 2014. 472 funds tracked by Wall St. Rank hold PSA as of Q2 2014.

  • Trutina Financial reported no remaining Public Storage position as of Q2 2014 after selling out during the quarter.
  • Trutina Financial sold 388 Public Storage shares in Q2 2014, an estimated $65K.
  • Trutina Financial first reported a position in Public Storage in Q3 2013 and held it in 2 quarters.
  • Trutina Financial's Public Storage position peaked at $65K in Q1 2014.
  • 472 funds tracked by Wall St. Rank held Public Storage as of Q2 2014.

Based on Trutina Financial's 13F filing for Q2 2014, filed 14 Aug 2014.