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Wilmington Funds Management’s Public Storage PSA Stock Holding History

Wilmington Funds 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
2014
Q2 		$1.46M Buy
8,510
+600
+8% +$103K 0.15% 161
2014
Q1 		$1.33M Hold
7,910
– – 0.14% 160
2013
Q4 		$1.19M Sell
7,910
-1,450
-15% -$232K 0.12% 202
2013
Q3 		$1.5M Sell
9,360
-700
-7% -$111K 0.15% 173
2013
Q2 		$1.54M Buy
+10,060
New +$1.59M 0.15% 167

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Wilmington Funds Management's PSA Position: Q2 2014 in Review

Wilmington Funds Management increased its Public Storage (PSA) stake by 7.6% in Q2 2014, buying an estimated $103K and bringing the position to 8,510 shares worth $1.46M. The position accounts for 0.15% of the portfolio, ranked #161.

Wilmington Funds Management first reported a position in PSA in Q2 2013 and has held it in 5 quarters since. The position peaked at $1.54M in Q2 2013. 472 funds tracked by Wall St. Rank hold PSA as of Q2 2014.

  • Wilmington Funds Management held 8,510 shares of Public Storage worth $1.46M as of Q2 2014.
  • Wilmington Funds Management bought 600 Public Storage shares in Q2 2014, an estimated $103K.
  • Public Storage made up 0.15% of Wilmington Funds Management's portfolio in Q2 2014, its #161 holding.
  • Wilmington Funds Management first reported a position in Public Storage in Q2 2013 and has held it in 5 quarters since.
  • Wilmington Funds Management's Public Storage position peaked at $1.54M in Q2 2013.
  • 472 funds tracked by Wall St. Rank held Public Storage as of Q2 2014.

Based on Wilmington Funds Management's 13F filing for Q2 2014, filed 13 Aug 2014.