UBS’s Public Storage PSA Stock Holding History

UBS’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	-13,300	Closed	-$2.28M	–	10667
2014 Q2	$2.28M	Buy	+13,300	New	+$2.28M	﹤0.01%	2750
2014 Q1	–	Sell	-5,000	Closed	-$753K	–	10706
2013 Q4	$753K	Buy	5,000 +4,700	+1,567%	+$751K	﹤0.01%	3858
2013 Q3	$48K	Sell	300 -3,100	-91%	-$491K	﹤0.01%	6922
2013 Q2	$521K	Buy	+3,400	New	+$536K	﹤0.01%	4056

Other funds holding PSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS's PSA Position: Q3 2014 in Review

UBS increased its Public Storage (PSA) stake by 21% in Q3 2014, buying an estimated $3.36M and bringing the position to 112,111 shares worth $18.6M. The position accounts for 0.01% of the portfolio, ranked #1003.

UBS first reported a position in PSA in Q2 2013 and has held it in 6 quarters since. 482 funds tracked by Wall St. Rank hold PSA as of Q3 2014.

UBS held 112,111 shares of Public Storage worth $18.6M as of Q3 2014.
UBS bought 19,539 Public Storage shares in Q3 2014, an estimated $3.36M.
Public Storage made up 0.01% of UBS's portfolio in Q3 2014, its #1003 holding.
UBS first reported a position in Public Storage in Q2 2013 and has held it in 6 quarters since.
482 funds tracked by Wall St. Rank held Public Storage as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.