WrapManager Inc’s Public Storage PSA Stock Holding History

WrapManager Inc’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
2019 Q4	–	Sell	-893	Closed	-$219K	–	282
2019 Q3	$219K	Sell	893 -935	-51%	-$235K	0.07%	256
2019 Q2	$435K	Sell	1,828 -51	-3%	-$11.7K	0.14%	162
2019 Q1	$409K	Buy	1,879 +11	+0.6%	+$2.3K	0.13%	169
2018 Q4	$378K	Sell	1,868 -4,028	-68%	-$822K	0.13%	164
2018 Q3	$1.19M	Sell	5,896 -101	-2%	-$21.8K	0.38%	72
2018 Q2	$1.36M	Sell	5,997 -1,047	-15%	-$218K	0.46%	61
2018 Q1	$1.41M	Buy	7,044 +2,472	+54%	+$482K	0.47%	61
2017 Q4	$956K	Buy	4,572 +219	+5%	+$46.3K	0.32%	85
2017 Q3	$931K	Buy	4,353 +1,489	+52%	+$308K	0.31%	80
2017 Q2	$597K	Buy	+2,864	New	+$616K	0.21%	101

Other funds holding PSA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

WrapManager Inc's PSA Position: Q4 2019 in Review

WrapManager Inc sold out of Public Storage (PSA) in Q4 2019, closing a stake of 893 shares — an estimated $219K sold.

WrapManager Inc first reported a position in PSA in Q2 2017 and held it in 10 quarters. The position peaked at $1.41M in Q1 2018. 756 funds tracked by Wall St. Rank hold PSA as of Q4 2019.

WrapManager Inc reported no remaining Public Storage position as of Q4 2019 after selling out during the quarter.
WrapManager Inc sold 893 Public Storage shares in Q4 2019, an estimated $219K.
WrapManager Inc first reported a position in Public Storage in Q2 2017 and held it in 10 quarters.
WrapManager Inc's Public Storage position peaked at $1.41M in Q1 2018.
756 funds tracked by Wall St. Rank held Public Storage as of Q4 2019.

Based on WrapManager Inc's 13F filing for Q4 2019, filed 11 Feb 2020.