ZIM
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Zacks Investment Management’s Public Storage PSA Stock Holding History

Zacks Investment Management’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
2016
Q4 		– Sell
-2,604
Closed -$581K – 714
2016
Q3 		$581K Sell
2,604
-3,474
-57% -$811K 0.02% 433
2016
Q2 		$1.55M Buy
6,078
+43
+0.7% +$11K 0.05% 251
2016
Q1 		$1.67M Sell
6,035
-1,381
-19% -$348K 0.05% 233
2015
Q4 		$1.84M Buy
+7,416
New +$1.74M 0.06% 209

Other funds holding PSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Zacks Investment Management's PSA Position: Q4 2016 in Review

Zacks Investment Management sold out of Public Storage (PSA) in Q4 2016, closing a stake of 2,604 shares — an estimated $581K sold.

Zacks Investment Management first reported a position in PSA in Q4 2015 and held it in 4 quarters. The position peaked at $1.84M in Q4 2015. 621 funds tracked by Wall St. Rank hold PSA as of Q4 2016.

  • Zacks Investment Management reported no remaining Public Storage position as of Q4 2016 after selling out during the quarter.
  • Zacks Investment Management sold 2,604 Public Storage shares in Q4 2016, an estimated $581K.
  • Zacks Investment Management first reported a position in Public Storage in Q4 2015 and held it in 4 quarters.
  • Zacks Investment Management's Public Storage position peaked at $1.84M in Q4 2015.
  • 621 funds tracked by Wall St. Rank held Public Storage as of Q4 2016.

Based on Zacks Investment Management's 13F filing for Q4 2016, filed 13 Feb 2017.