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Waverton Investment Management’s Public Storage PSA Stock Holding History

Waverton Investment Management’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
2014
Q1 		– Sell
-93,358
Closed -$2.99M – 168
2013
Q4 		$2.99M Buy
+93,358
New +$14.9M 0.15% 112

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Waverton Investment Management's PSA Position: Q1 2014 in Review

Waverton Investment Management sold out of Public Storage (PSA) in Q1 2014, closing a stake of 93,358 shares — an estimated $2.99M sold.

Waverton Investment Management first reported a position in PSA in Q4 2013 and held it in 1 quarter. The position peaked at $2.99M in Q4 2013. 473 funds tracked by Wall St. Rank hold PSA as of Q1 2014.

  • Waverton Investment Management reported no remaining Public Storage position as of Q1 2014 after selling out during the quarter.
  • Waverton Investment Management sold 93,358 Public Storage shares in Q1 2014, an estimated $2.99M.
  • Waverton Investment Management first reported a position in Public Storage in Q4 2013 and held it in 1 quarter.
  • Waverton Investment Management's Public Storage position peaked at $2.99M in Q4 2013.
  • 473 funds tracked by Wall St. Rank held Public Storage as of Q1 2014.

Based on Waverton Investment Management's 13F filing for Q1 2014, filed 24 Apr 2014.