WEC
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Winslow Evans & Crocker’s Public Storage PSA Stock Holding History

Winslow Evans & Crocker’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
2020
Q2 		– Sell
-238
Closed -$48K – 1161
2020
Q1 		$48K Hold
238
– – 0.02% 433
2019
Q4 		$52K Hold
238
– – 0.01% 496
2019
Q3 		$60K Hold
238
– – 0.02% 468
2019
Q2 		$58K Hold
238
– – 0.02% 482
2019
Q1 		$52K Buy
+238
New +$49.8K 0.01% 482
2017
Q3 		– Sell
-75
Closed -$15.6K – 1225
2017
Q2 		$15.6K Sell
75
-1
-1% -$215 ﹤0.01% 806
2017
Q1 		$16.4K Hold
76
– – 0.01% 775
2016
Q4 		$16.8K Hold
76
– – 0.01% 763
2016
Q3 		$16.7K Hold
76
– – ﹤0.01% 778
2016
Q2 		$19.2K Sell
76
-1,464
-95% -$376K 0.01% 702
2016
Q1 		$425K Buy
+1,540
New +$388K 0.13% 159
2014
Q1 		– Sell
-63
Closed -$9K – 1373
2013
Q4 		$9K Buy
+63
New +$10.1K ﹤0.01% 946

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return