Vision Capital Management’s PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of PSA.PRV.CL Stock Holding History

Vision Capital Management’s Portfolio PSA.PRV.CL Stock Details PSA.PRV.CL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-13,000	Closed	-$296K	–	67
2014 Q2	$296K	Hold	13,000	–	–	0.04%	57
2014 Q1	$280K	Sell	13,000 -1,500	-10%	-$31.5K	0.03%	61
2013 Q4	$283K	Sell	14,500 -750	-5%	-$15.3K	0.03%	59
2013 Q3	$321K	Hold	15,250	–	–	0.04%	58
2013 Q2	$360K	Buy	+15,250	New	+$382K	0.06%	58

Other funds holding PSA.PRV.CL

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

CAM

Capstone Asset Management Houston, Texas $3.6B AUM 20.21% 1-Year Est. Return

FBB

Fulton Breakefield Broenniman Bethesda, Maryland $1.53B AUM 18.11% 1-Year Est. Return

WAM

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

Barnett & Company Chattanooga, Tennessee $129M AUM 14.9% 1-Year Est. Return

RFA

Reilly Financial Advisors La Mesa, California $1.35B AUM 22.65% 1-Year Est. Return

ECM

EII Capital Management New York $774K AUM 22.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Vision Capital Management's PSA.PRV.CL Position: Q3 2014 in Review

Vision Capital Management sold out of PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of (PSA.PRV.CL) in Q3 2014, closing a stake of 13,000 shares — an estimated $296K sold.

Vision Capital Management first reported a position in PSA.PRV.CL in Q2 2013 and held it in 5 quarters. The position peaked at $360K in Q2 2013. 8 funds tracked by Wall St. Rank hold PSA.PRV.CL as of Q3 2014.

Vision Capital Management reported no remaining PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of position as of Q3 2014 after selling out during the quarter.
Vision Capital Management sold 13,000 PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of shares in Q3 2014, an estimated $296K.
Vision Capital Management first reported a position in PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of in Q2 2013 and held it in 5 quarters.
Vision Capital Management's PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of position peaked at $360K in Q2 2013.
8 funds tracked by Wall St. Rank held PUBLIC STORAGE Depositary Shares Each Representing 1/1,000 of a 5.375% Cumulative Preferred Share of as of Q3 2014.

Based on Vision Capital Management's 13F filing for Q3 2014, filed 14 Nov 2014.