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Wealthfront’s Public Storage PSA Stock Holding History

Wealthfront’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 		$1.46M Sell
7,226
-108
-1% -$23.3K 0.01% 189
2018
Q2 		$1.66M Sell
7,334
-131
-2% -$27.3K 0.02% 151
2018
Q1 		$1.5M Buy
7,465
+1,768
+31% +$344K 0.02% 175
2017
Q4 		$1.19M Buy
5,697
+2,154
+61% +$455K 0.01% 199
2017
Q3 		$758K Buy
3,543
+222
+7% +$45.9K 0.01% 244
2017
Q2 		$693K Buy
3,321
+591
+22% +$127K 0.01% 207
2017
Q1 		$598K Buy
2,730
+106
+4% +$23.5K 0.01% 195
2016
Q4 		$586K Buy
2,624
+129
+5% +$27.4K 0.01% 170
2016
Q3 		$557K Buy
2,495
+104
+4% +$24.3K 0.01% 167
2016
Q2 		$611K Sell
2,391
-48
-2% -$12.3K 0.02% 143
2016
Q1 		$673K Buy
2,439
+105
+4% +$26.5K 0.02% 115
2015
Q4 		$578K Buy
2,334
+73
+3% +$17.1K 0.02% 126
2015
Q3 		$478K Buy
2,261
+1,110
+96% +$226K 0.02% 136
2015
Q2 		$212K Buy
1,151
+88
+8% +$16.9K 0.01% 255
2015
Q1 		$210K Buy
1,063
+452
+74% +$89.5K 0.01% 236
2014
Q4 		$113K Buy
611
+123
+25% +$22.3K 0.01% 337
2014
Q3 		$81K Sell
488
-59
-11% -$10.1K 0.01% 325
2014
Q2 		$93K Buy
547
+197
+56% +$33.8K 0.01% 242
2014
Q1 		$59K Buy
+350
New +$56.6K 0.01% 225

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

Wealthfront's PSA Position: Q3 2018 in Review

Wealthfront reduced its Public Storage (PSA) stake by 1.5% in Q3 2018, selling an estimated $23.3K and leaving 7,226 shares worth $1.46M. The position accounts for 0.01% of the portfolio, ranked #189.

Wealthfront first reported a position in PSA in Q1 2014 and has held it in 19 quarters since. The position peaked at $1.66M in Q2 2018. 684 funds tracked by Wall St. Rank hold PSA as of Q3 2018.

  • Wealthfront held 7,226 shares of Public Storage worth $1.46M as of Q3 2018.
  • Wealthfront sold 108 Public Storage shares in Q3 2018, an estimated $23.3K.
  • Public Storage made up 0.01% of Wealthfront's portfolio in Q3 2018, its #189 holding.
  • Wealthfront first reported a position in Public Storage in Q1 2014 and has held it in 19 quarters since.
  • Wealthfront's Public Storage position peaked at $1.66M in Q2 2018.
  • 684 funds tracked by Wall St. Rank held Public Storage as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.