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YorkBridge Wealth Partners’s Public Storage PSA Stock Holding History

YorkBridge Wealth Partners’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
2018
Q1 		– Sell
-12
Closed -$2K – 870
2017
Q4 		$2K Hold
12
– – ﹤0.01% 811
2017
Q3 		$3K Buy
+12
New +$2.48K ﹤0.01% 750

Other funds holding PSA

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

YorkBridge Wealth Partners's PSA Position: Q1 2018 in Review

YorkBridge Wealth Partners sold out of Public Storage (PSA) in Q1 2018, closing a stake of 12 shares — an estimated $2K sold.

YorkBridge Wealth Partners first reported a position in PSA in Q3 2017 and held it in 2 quarters. The position peaked at $3K in Q3 2017. 679 funds tracked by Wall St. Rank hold PSA as of Q1 2018.

  • YorkBridge Wealth Partners reported no remaining Public Storage position as of Q1 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 12 Public Storage shares in Q1 2018, an estimated $2K.
  • YorkBridge Wealth Partners first reported a position in Public Storage in Q3 2017 and held it in 2 quarters.
  • YorkBridge Wealth Partners's Public Storage position peaked at $3K in Q3 2017.
  • 679 funds tracked by Wall St. Rank held Public Storage as of Q1 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2018, filed 15 May 2018.