Westover Capital Advisors’s Public Storage PSA Stock Holding History

Westover 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
2020 Q1	–	Sell	-1,000	Closed	-$213K	–	145
2019 Q4	$213K	Hold	1,000	–	–	0.1%	133
2019 Q3	$245K	Hold	1,000	–	–	0.12%	123
2019 Q2	$238K	Hold	1,000	–	–	0.12%	118
2019 Q1	$218K	Buy	+1,000	New	+$209K	0.11%	128

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

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

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

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

AAMU

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Westover Capital Advisors's PSA Position: Q1 2020 in Review

Westover Capital Advisors sold out of Public Storage (PSA) in Q1 2020, closing a stake of 1,000 shares — an estimated $213K sold.

Westover Capital Advisors first reported a position in PSA in Q1 2019 and held it in 4 quarters. The position peaked at $245K in Q3 2019. 722 funds tracked by Wall St. Rank hold PSA as of Q1 2020.

Westover Capital Advisors reported no remaining Public Storage position as of Q1 2020 after selling out during the quarter.
Westover Capital Advisors sold 1,000 Public Storage shares in Q1 2020, an estimated $213K.
Westover Capital Advisors first reported a position in Public Storage in Q1 2019 and held it in 4 quarters.
Westover Capital Advisors's Public Storage position peaked at $245K in Q3 2019.
722 funds tracked by Wall St. Rank held Public Storage as of Q1 2020.

Based on Westover Capital Advisors's 13F filing for Q1 2020, filed 18 May 2020.