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Waratah Capital Advisors’s Public Storage PSA Stock Holding History

Waratah 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
Q3 		– Sell
-7,490
Closed -$1.7M – 173
2018
Q2 		$1.7M Buy
+7,490
New +$1.56M 0.19% 73
2017
Q1 		– Sell
-20,980
Closed -$4.69M – 193
2016
Q4 		$4.69M Buy
+20,980
New +$4.46M 0.7% 47

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Waratah Capital Advisors's PSA Position: Q3 2018 in Review

Waratah Capital Advisors sold out of Public Storage (PSA) in Q3 2018, closing a stake of 7,490 shares — an estimated $1.7M sold.

Waratah Capital Advisors first reported a position in PSA in Q4 2016 and held it in 2 quarters. The position peaked at $4.69M in Q4 2016. 683 funds tracked by Wall St. Rank hold PSA as of Q3 2018.

  • Waratah Capital Advisors reported no remaining Public Storage position as of Q3 2018 after selling out during the quarter.
  • Waratah Capital Advisors sold 7,490 Public Storage shares in Q3 2018, an estimated $1.7M.
  • Waratah Capital Advisors first reported a position in Public Storage in Q4 2016 and held it in 2 quarters.
  • Waratah Capital Advisors's Public Storage position peaked at $4.69M in Q4 2016.
  • 683 funds tracked by Wall St. Rank held Public Storage as of Q3 2018.

Based on Waratah Capital Advisors's 13F filing for Q3 2018, filed 26 Oct 2018.