Windsor Capital Management’s Public Storage PSA Stock Holding History

Windsor Capital 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 Q4	–	Sell	-500	Closed	-$105K	–	354
2015 Q3	$105K	Buy	+500	New	+$102K	0.06%	124
2015 Q1	–	Sell	-2,282	Closed	-$422K	–	107
2014 Q4	$422K	Buy	2,282 +276	+14%	+$50K	0.24%	64
2014 Q3	$333K	Buy	+2,006	New	+$345K	0.19%	69
2014 Q1	–	Sell	-500	Closed	-$75K	–	247
2013 Q4	$75K	Hold	500	–	–	0.04%	141
2013 Q3	$80K	Hold	500	–	–	0.05%	138
2013 Q2	$77K	Buy	+500	New	+$78.8K	0.05%	131

Other funds holding PSA

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

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

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

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

BIT

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

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

BFA

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

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

AAMU

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

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

Windsor Capital Management's PSA Position: Q4 2015 in Review

Windsor Capital Management sold out of Public Storage (PSA) in Q4 2015, closing a stake of 500 shares — an estimated $105K sold.

Windsor Capital Management first reported a position in PSA in Q2 2013 and held it in 6 quarters. The position peaked at $422K in Q4 2014. 564 funds tracked by Wall St. Rank hold PSA as of Q4 2015.

Windsor Capital Management reported no remaining Public Storage position as of Q4 2015 after selling out during the quarter.
Windsor Capital Management sold 500 Public Storage shares in Q4 2015, an estimated $105K.
Windsor Capital Management first reported a position in Public Storage in Q2 2013 and held it in 6 quarters.
Windsor Capital Management's Public Storage position peaked at $422K in Q4 2014.
564 funds tracked by Wall St. Rank held Public Storage as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.