WealthTrust Fairport’s Public Storage PSA Stock Holding History

WealthTrust Fairport’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
2019 Q1	$77K	Buy	352 +4	+1%	+$837	0.01%	209
2018 Q4	$71K	Buy	348 +3	+0.9%	+$612	0.01%	207
2018 Q3	$70K	Buy	345 +3	+0.9%	+$647	0.01%	227
2018 Q2	$77K	Buy	342 +3	+0.9%	+$625	0.01%	220
2018 Q1	$68K	Buy	+339	New	+$66K	0.01%	207

Other funds holding PSA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

WealthTrust Fairport's PSA Position: Q1 2019 in Review

WealthTrust Fairport increased its Public Storage (PSA) stake by 1.1% in Q1 2019, buying an estimated $837 and bringing the position to 352 shares worth $77K. The position accounts for 0.01% of the portfolio, ranked #209.

WealthTrust Fairport first reported a position in PSA in Q1 2018 and has held it in 5 quarters since. 726 funds tracked by Wall St. Rank hold PSA as of Q1 2019.

WealthTrust Fairport held 352 shares of Public Storage worth $77K as of Q1 2019.
WealthTrust Fairport bought 4 Public Storage shares in Q1 2019, an estimated $837.
Public Storage made up 0.01% of WealthTrust Fairport's portfolio in Q1 2019, its #209 holding.
WealthTrust Fairport first reported a position in Public Storage in Q1 2018 and has held it in 5 quarters since.
726 funds tracked by Wall St. Rank held Public Storage as of Q1 2019.

Based on WealthTrust Fairport's 13F filing for Q1 2019, filed 15 May 2019.