Westport Resources Management’s Public Storage PSA Stock Holding History

Westport Resources 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
2015 Q1	–	Sell	-190	Closed	-$35K	–	1024
2014 Q4	$35K	Hold	190	–	–	0.01%	608
2014 Q3	$32K	Hold	190	–	–	0.01%	625
2014 Q2	$33K	Hold	190	–	–	0.01%	630
2014 Q1	$32K	Sell	190 -50	-21%	-$8.09K	0.01%	659
2013 Q4	$36K	Hold	240	–	–	0.01%	636
2013 Q3	$39K	Hold	240	–	–	0.01%	590
2013 Q2	$37K	Buy	+240	New	+$37.8K	0.01%	573

Other funds holding PSA

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Westport Resources Management's PSA Position: Q1 2015 in Review

Westport Resources Management sold out of Public Storage (PSA) in Q1 2015, closing a stake of 190 shares — an estimated $35K sold.

Westport Resources Management first reported a position in PSA in Q2 2013 and held it in 7 quarters. The position peaked at $39K in Q3 2013. 510 funds tracked by Wall St. Rank hold PSA as of Q1 2015.

Westport Resources Management reported no remaining Public Storage position as of Q1 2015 after selling out during the quarter.
Westport Resources Management sold 190 Public Storage shares in Q1 2015, an estimated $35K.
Westport Resources Management first reported a position in Public Storage in Q2 2013 and held it in 7 quarters.
Westport Resources Management's Public Storage position peaked at $39K in Q3 2013.
510 funds tracked by Wall St. Rank held Public Storage as of Q1 2015.

Based on Westport Resources Management's 13F filing for Q1 2015, filed 5 May 2015.