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Valley Wealth Managers’s Public Storage PSA Stock Holding History

Valley Wealth Managers’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
Q1 		– Sell
-126
Closed -$28K – 237
2016
Q4 		$28K Hold
126
– – ﹤0.01% 150
2016
Q3 		$28K Hold
126
– – ﹤0.01% 150
2016
Q2 		$32K Buy
+126
New +$32.3K ﹤0.01% 151

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valley Wealth Managers's PSA Position: Q1 2017 in Review

Valley Wealth Managers sold out of Public Storage (PSA) in Q1 2017, closing a stake of 126 shares — an estimated $28K sold.

Valley Wealth Managers first reported a position in PSA in Q2 2016 and held it in 3 quarters. The position peaked at $32K in Q2 2016. 632 funds tracked by Wall St. Rank hold PSA as of Q1 2017.

  • Valley Wealth Managers reported no remaining Public Storage position as of Q1 2017 after selling out during the quarter.
  • Valley Wealth Managers sold 126 Public Storage shares in Q1 2017, an estimated $28K.
  • Valley Wealth Managers first reported a position in Public Storage in Q2 2016 and held it in 3 quarters.
  • Valley Wealth Managers's Public Storage position peaked at $32K in Q2 2016.
  • 632 funds tracked by Wall St. Rank held Public Storage as of Q1 2017.

Based on Valley Wealth Managers's 13F filing for Q1 2017, filed 12 May 2017.