Whitney & Co’s Public Storage PSA Stock Holding History

Whitney & Co’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
2018 Q4	–	Sell	-25	Closed	-$5K	–	362
2018 Q3	$5K	Buy	+25	New	+$5.4K	﹤0.01%	400

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

AAMU

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Whitney & Co's PSA Position: Q4 2018 in Review

Whitney & Co sold out of Public Storage (PSA) in Q4 2018, closing a stake of 25 shares — an estimated $5K sold.

Whitney & Co first reported a position in PSA in Q3 2018 and held it in 1 quarter. The position peaked at $5K in Q3 2018. 705 funds tracked by Wall St. Rank hold PSA as of Q4 2018.

Whitney & Co reported no remaining Public Storage position as of Q4 2018 after selling out during the quarter.
Whitney & Co sold 25 Public Storage shares in Q4 2018, an estimated $5K.
Whitney & Co first reported a position in Public Storage in Q3 2018 and held it in 1 quarter.
Whitney & Co's Public Storage position peaked at $5K in Q3 2018.
705 funds tracked by Wall St. Rank held Public Storage as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.