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WESPAC Advisors SoCal’s Public Storage PSA Stock Holding History

WESPAC Advisors SoCal’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
Q2 		– Sell
-50
Closed -$10K – 243
2019
Q1 		$10K Hold
50
– – 0.01% 232
2018
Q4 		$10K Hold
50
– – 0.01% 240
2018
Q3 		$10K Buy
+50
New +$10.8K 0.01% 238
2018
Q2 		– Sell
-50
Closed -$10K – 211
2018
Q1 		$10K Hold
50
– – 0.01% 194
2017
Q4 		$10K Sell
50
-100
-67% -$21.1K 0.01% 190
2017
Q3 		$32K Hold
150
– – 0.02% 138
2017
Q2 		$31K Buy
+150
New +$32.3K 0.02% 131

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

WESPAC Advisors SoCal's PSA Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of Public Storage (PSA) in Q2 2019, closing a stake of 50 shares — an estimated $10K sold.

WESPAC Advisors SoCal first reported a position in PSA in Q2 2017 and held it in 7 quarters. The position peaked at $32K in Q3 2017. 699 funds tracked by Wall St. Rank hold PSA as of Q2 2019.

  • WESPAC Advisors SoCal reported no remaining Public Storage position as of Q2 2019 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 50 Public Storage shares in Q2 2019, an estimated $10K.
  • WESPAC Advisors SoCal first reported a position in Public Storage in Q2 2017 and held it in 7 quarters.
  • WESPAC Advisors SoCal's Public Storage position peaked at $32K in Q3 2017.
  • 699 funds tracked by Wall St. Rank held Public Storage as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.