Winifred I. Li’s Public Storage PSA Stock Holding History

Winifred I. Li’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 Q4	$148K	Hold	800	–	–	0.14%	141
2014 Q3	$133K	Hold	800	–	–	0.13%	148
2014 Q2	$137K	Hold	800	–	–	0.12%	158
2014 Q1	$135K	Hold	800	–	–	0.12%	158
2013 Q4	$120K	Hold	800	–	–	0.1%	165
2013 Q3	$128K	Hold	800	–	–	0.12%	155
2013 Q2	$123K	Buy	+800	New	+$126K	0.11%	155

Other funds holding PSA

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

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

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

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

Cohen & Steers New York $57.6B AUM 8.03% 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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Winifred I. Li's PSA Position: Q4 2014 in Review

Winifred I. Li held its Public Storage (PSA) position steady in Q4 2014 at 800 shares worth $148K. The position accounts for 0.14% of the portfolio, ranked #141.

Winifred I. Li first reported a position in PSA in Q2 2013 and has held it in 7 quarters since. 524 funds tracked by Wall St. Rank hold PSA as of Q4 2014.

Winifred I. Li held 800 shares of Public Storage worth $148K as of Q4 2014.
Winifred I. Li left its Public Storage share count unchanged in Q4 2014.
Public Storage made up 0.14% of Winifred I. Li's portfolio in Q4 2014, its #141 holding.
Winifred I. Li first reported a position in Public Storage in Q2 2013 and has held it in 7 quarters since.
524 funds tracked by Wall St. Rank held Public Storage as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.