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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
Q2 		– Sell
-200
Closed -$34K – 10721
2014
Q1 		$34K Sell
200
-100
-33% -$16.2K ﹤0.01% 7361
2013
Q4 		$45K Buy
300
+200
+200% +$32K ﹤0.01% 7085
2013
Q3 		$16K Hold
100
– – ﹤0.01% 8313
2013
Q2 		$15K Buy
+100
New +$15.8K ﹤0.01% 8207

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 $57.6B AUM 8.03% 1-Year Est. Return
State Street
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
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.