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Public Storage PFD R 6.35%

Q1 2016 vs Q2 2016

Comparing institutional holders between quarters

Quarters

Q2 2016Q1 2016Q4 2015Q3 2015Q2 2015
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Roosevelt Investment Group Inc
INCREASED
Shares116,556 from 100,562
Change+15,994 (+16%)
Value$2.9K (+$360)
Filed 2016-08-16
Van Hulzen Asset Management, LLC
DECREASED
Shares72,123 from 73,923
Change-1,800 (-2%)
Value$1.8K (-$77)
Filed 2016-08-11
Fulton Breakefield Broenniman LLC
UNCHANGED
Shares34,330 from 34,330
Change0 (0%)
Value$864 (-$15)
Filed 2016-08-02
Spirit of America Management Corp
UNCHANGED
Shares32,490 from 32,490
Change0 (0%)
Value$818 (-$14)
Filed 2016-07-07
Roundview Capital LLC
UNCHANGED
Shares31,690 from 31,690
Change0 (0%)
Value$798 (-$14)
Filed 2016-08-12
KCM Investment Advisors LLC
INCREASED
Shares28,601 from 28,505
Change+96 (+0%)
Value$720 (-$10)
Filed 2016-08-15
Geneva Investment Management of Chicago LLC
UNCHANGED
Shares17,833 from 17,833
Change0 (0%)
Value$449 (-$8)
Filed 2016-08-08
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares5,800 from 5,800
Change0 (0%)
Value$146.0K (-$2.5K)
Filed 2016-08-10
Trust Co of Vermont
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$25 (-$1)
Filed 2016-07-18
Cascade Investment Advisors, Inc.
NEW
Shares500
Change+500
Value$12.6K
Filed 2016-08-12
Mycio Wealth Partners, LLC
INCREASED
Shares38 from 27
Change+11 (+41%)
Value$1 ($0)
Filed 2016-08-10
Parametric Portfolio Associates LLC
CLOSED
Shares0 from 12,167
Change-12,167 (-100%)
Value$0 (-$312)
Filed 2016-08-12
Status
Roosevelt Investment Group Inc
INCREASED116,556100,562+15,994+16%$2.6K$2.9K+$3602016-08-16
Van Hulzen Asset Management, LLC
DECREASED72,12373,923-1,800-2%$1.9K$1.8K-$772016-08-11
Fulton Breakefield Broenniman LLC
UNCHANGED34,33034,33000%$879$864-$152016-08-02
Spirit of America Management Corp
UNCHANGED32,49032,49000%$832$818-$142016-07-07
Roundview Capital LLC
UNCHANGED31,69031,69000%$812$798-$142016-08-12
KCM Investment Advisors LLC
INCREASED28,60128,505+96+0%$730$720-$102016-08-15
Geneva Investment Management of Chicago LLC
UNCHANGED17,83317,83300%$457$449-$82016-08-08
MassMutual Private Wealth & Trust, FSB
UNCHANGED5,8005,80000%$148.5K$146.0K-$2.5K2016-08-10
Trust Co of Vermont
UNCHANGED1,0001,00000%$26$25-$12016-07-18
Cascade Investment Advisors, Inc.
NEW500—+500——$12.6K—2016-08-12
Mycio Wealth Partners, LLC
INCREASED3827+11+41%$1$1$02016-08-10
Parametric Portfolio Associates LLC
CLOSED012,167-12,167-100%$312$0-$3122016-08-12
Showing 12 of 12 institutions