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Verdence Capital Advisors’s Public Storage PSA Stock Holding History

Verdence Capital 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
2018
Q4 		– Sell
-4,815
Closed -$971K – 262
2018
Q3 		$971K Sell
4,815
-96
-2% -$20.7K 0.24% 95
2018
Q2 		$1.11M Sell
4,911
-91
-2% -$18.9K 0.27% 89
2018
Q1 		$1M Buy
5,002
+1,435
+40% +$280K 0.24% 98
2017
Q4 		$746K Buy
+3,567
New +$754K 0.18% 108

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 $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Verdence Capital Advisors's PSA Position: Q4 2018 in Review

Verdence Capital Advisors sold out of Public Storage (PSA) in Q4 2018, closing a stake of 4,815 shares — an estimated $971K sold.

Verdence Capital Advisors first reported a position in PSA in Q4 2017 and held it in 4 quarters. The position peaked at $1.11M in Q2 2018. 706 funds tracked by Wall St. Rank hold PSA as of Q4 2018.

  • Verdence Capital Advisors reported no remaining Public Storage position as of Q4 2018 after selling out during the quarter.
  • Verdence Capital Advisors sold 4,815 Public Storage shares in Q4 2018, an estimated $971K.
  • Verdence Capital Advisors first reported a position in Public Storage in Q4 2017 and held it in 4 quarters.
  • Verdence Capital Advisors's Public Storage position peaked at $1.11M in Q2 2018.
  • 706 funds tracked by Wall St. Rank held Public Storage as of Q4 2018.

Based on Verdence Capital Advisors's 13F filing for Q4 2018, filed 25 Feb 2020.