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	–	1159
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	–	1224
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	–	1372
2013 Q4	$9K	Buy	+63	New	+$10.1K	﹤0.01%	946

Other funds holding PSA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

AAMU

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Winslow Evans & Crocker's PSA Position: Q2 2020 in Review

Winslow Evans & Crocker sold out of Public Storage (PSA) in Q2 2020, closing a stake of 238 shares — an estimated $48K sold.

Winslow Evans & Crocker first reported a position in PSA in Q4 2013 and held it in 12 quarters. The position peaked at $425K in Q1 2016. 720 funds tracked by Wall St. Rank hold PSA as of Q2 2020.

Winslow Evans & Crocker reported no remaining Public Storage position as of Q2 2020 after selling out during the quarter.
Winslow Evans & Crocker sold 238 Public Storage shares in Q2 2020, an estimated $48K.
Winslow Evans & Crocker first reported a position in Public Storage in Q4 2013 and held it in 12 quarters.
Winslow Evans & Crocker's Public Storage position peaked at $425K in Q1 2016.
720 funds tracked by Wall St. Rank held Public Storage as of Q2 2020.

Based on Winslow Evans & Crocker's 13F filing for Q2 2020, filed 23 Jul 2020.