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U.S. Global Investors (USGI)’s Public Storage PSA Stock Holding History

U.S. Global Investors (USGI)’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
2017
Q4 		– Sell
-2,100
Closed -$449K – 158
2017
Q3 		$449K Buy
+2,100
New +$434K 0.13% 111
2017
Q2 		– Sell
-2,100
Closed -$460K – 178
2017
Q1 		$460K Sell
2,100
-400
-16% -$88.6K 0.22% 94
2016
Q4 		$559K Buy
+2,500
New +$532K 0.23% 82
2015
Q4 		– Sell
-800
Closed -$169K – 298
2015
Q3 		$169K Buy
+800
New +$163K 0.09% 178

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

U.S. Global Investors (USGI)'s PSA Position: Q4 2017 in Review

U.S. Global Investors (USGI) sold out of Public Storage (PSA) in Q4 2017, closing a stake of 2,100 shares — an estimated $449K sold.

U.S. Global Investors (USGI) first reported a position in PSA in Q3 2015 and held it in 4 quarters. The position peaked at $559K in Q4 2016. 673 funds tracked by Wall St. Rank hold PSA as of Q4 2017.

  • U.S. Global Investors (USGI) reported no remaining Public Storage position as of Q4 2017 after selling out during the quarter.
  • U.S. Global Investors (USGI) sold 2,100 Public Storage shares in Q4 2017, an estimated $449K.
  • U.S. Global Investors (USGI) first reported a position in Public Storage in Q3 2015 and held it in 4 quarters.
  • U.S. Global Investors (USGI)'s Public Storage position peaked at $559K in Q4 2016.
  • 673 funds tracked by Wall St. Rank held Public Storage as of Q4 2017.

Based on U.S. Global Investors (USGI)'s 13F filing for Q4 2017, filed 13 Feb 2018.