US Financial Advisors’s Public Storage PSA Stock Holding History

US Financial Advisors’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
2016 Q2	–	Sell	-124	Closed	-$34K	–	309
2016 Q1	$34K	Buy	124 +24	+24%	+$6.05K	0.06%	112
2015 Q4	$25K	Buy	+100	New	+$23.4K	0.02%	211
2015 Q2	–	Sell	-100	Closed	-$19.2K	–	561
2015 Q1	$20K	Hold	100	–	–	0.02%	192
2014 Q4	$18K	Buy	+100	New	+$18.1K	0.02%	197

Other funds holding PSA

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

US Financial Advisors's PSA Position: Q2 2016 in Review

US Financial Advisors sold out of Public Storage (PSA) in Q2 2016, closing a stake of 124 shares — an estimated $34K sold.

US Financial Advisors first reported a position in PSA in Q4 2014 and held it in 4 quarters. The position peaked at $34K in Q1 2016. 623 funds tracked by Wall St. Rank hold PSA as of Q2 2016.

US Financial Advisors reported no remaining Public Storage position as of Q2 2016 after selling out during the quarter.
US Financial Advisors sold 124 Public Storage shares in Q2 2016, an estimated $34K.
US Financial Advisors first reported a position in Public Storage in Q4 2014 and held it in 4 quarters.
US Financial Advisors's Public Storage position peaked at $34K in Q1 2016.
623 funds tracked by Wall St. Rank held Public Storage as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.