WRF
PSA icon

Waddell & Reed Financial’s Public Storage PSA Stock Holding History

Waddell & Reed Financial’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
2013
Q3 		– Sell
-8,225
Closed -$1.26M – 572
2013
Q2 		$1.26M Buy
+8,225
New +$1.3M ﹤0.01% 517

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Waddell & Reed Financial's PSA Position: Q3 2013 in Review

Waddell & Reed Financial sold out of Public Storage (PSA) in Q3 2013, closing a stake of 8,225 shares — an estimated $1.26M sold.

Waddell & Reed Financial first reported a position in PSA in Q2 2013 and held it in 1 quarter. The position peaked at $1.26M in Q2 2013. 459 funds tracked by Wall St. Rank hold PSA as of Q3 2013.

  • Waddell & Reed Financial reported no remaining Public Storage position as of Q3 2013 after selling out during the quarter.
  • Waddell & Reed Financial sold 8,225 Public Storage shares in Q3 2013, an estimated $1.26M.
  • Waddell & Reed Financial first reported a position in Public Storage in Q2 2013 and held it in 1 quarter.
  • Waddell & Reed Financial's Public Storage position peaked at $1.26M in Q2 2013.
  • 459 funds tracked by Wall St. Rank held Public Storage as of Q3 2013.

Based on Waddell & Reed Financial's 13F filing for Q3 2013, filed 14 Nov 2013.