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Wilbanks Smith & Thomas Asset Management’s Public Storage PSA Stock Holding History

Wilbanks Smith & Thomas Asset 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
2018
Q4 		– Sell
-41
Closed -$8K – 1067
2018
Q3 		$8K Buy
+41
New +$8.85K ﹤0.01% 1103

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's PSA Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Public Storage (PSA) in Q4 2018, closing a stake of 41 shares — an estimated $8K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in PSA in Q3 2018 and held it in 1 quarter. The position peaked at $8K in Q3 2018. 705 funds tracked by Wall St. Rank hold PSA as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Public Storage position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 41 Public Storage shares in Q4 2018, an estimated $8K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Public Storage in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Public Storage position peaked at $8K in Q3 2018.
  • 705 funds tracked by Wall St. Rank held Public Storage as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.