WFG Advisors’s Public Storage PSA Stock Holding History

WFG 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
2017 Q2	$6K	Hold	30	–	–	﹤0.01%	1254
2017 Q1	$7K	Sell	30 -242	-89%	-$53.6K	﹤0.01%	1159
2016 Q4	$61K	Sell	272 -250	-48%	-$53.2K	0.01%	675
2016 Q3	$116K	Buy	522 +2	+0.4%	+$467	0.03%	484
2016 Q2	$133K	Buy	520 +3	+0.6%	+$770	0.04%	432
2016 Q1	$143K	Buy	517 +1	+0.2%	+$252	0.04%	399
2015 Q4	$128K	Buy	516 +2	+0.4%	+$468	0.04%	406
2015 Q3	$109K	Buy	514 +2	+0.4%	+$407	0.03%	442
2015 Q2	$94K	Sell	512 -12	-2%	-$2.3K	0.03%	551
2015 Q1	$103K	Sell	524 -13	-2%	-$2.58K	0.03%	530
2014 Q4	$99K	Sell	537 -273	-34%	-$49.4K	0.02%	641
2014 Q3	$134K	Buy	810 +109	+16%	+$18.7K	0.03%	560
2014 Q2	$120K	Buy	701 +2	+0.3%	+$343	0.02%	594
2014 Q1	$118K	Buy	699 +2	+0.3%	+$324	0.02%	586
2013 Q4	$105K	Sell	697 -8	-1%	-$1.28K	0.01%	723
2013 Q3	$113K	Sell	705 -42	-6%	-$6.65K	0.02%	667
2013 Q2	$115K	Buy	+747	New	+$118K	0.02%	616

Other funds holding PSA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

AAMU

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WFG Advisors's PSA Position: Q2 2017 in Review

WFG Advisors held its Public Storage (PSA) position steady in Q2 2017 at 30 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1254.

WFG Advisors first reported a position in PSA in Q2 2013 and has held it in 17 quarters since. The position peaked at $143K in Q1 2016. 628 funds tracked by Wall St. Rank hold PSA as of Q2 2017.

WFG Advisors held 30 shares of Public Storage worth $6K as of Q2 2017.
WFG Advisors left its Public Storage share count unchanged in Q2 2017.
Public Storage made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1254 holding.
WFG Advisors first reported a position in Public Storage in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's Public Storage position peaked at $143K in Q1 2016.
628 funds tracked by Wall St. Rank held Public Storage as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.