TRUST CO OF VERMONT - Public Storage Cum Pfd Ser R 6.35% ownership

Quarter-by-quarter ownership
TRUST CO OF VERMONT ownership history of Public Storage Cum Pfd Ser R 6.35%
ValueSharesWeighting
Q2 2016$25,000
-3.8%
1,0000.0%0.00%
-25.0%
Q1 2016$26,0000.0%1,0000.0%0.00%0.0%
Q4 2015$26,0000.0%1,0000.0%0.00%0.0%
Q3 2015$26,000
+4.0%
1,0000.0%0.00%0.0%
Q2 2015$25,000
-7.4%
1,0000.0%0.00%0.0%
Q1 2015$27,000
+3.8%
1,0000.0%0.00%0.0%
Q4 2014$26,0000.0%1,0000.0%0.00%0.0%
Q3 2014$26,0000.0%1,0000.0%0.00%0.0%
Q2 2014$26,000
+4.0%
1,0000.0%0.00%0.0%
Q1 2014$25,000
+8.7%
1,0000.0%0.00%0.0%
Q4 2013$23,000
-53.1%
1,000
-50.0%
0.00%
-55.6%
Q3 2013$49,000
-3.9%
2,0000.0%0.01%
-10.0%
Q2 2013$51,0002,0000.01%
Other shareholders
Public Storage Cum Pfd Ser R 6.35% shareholders Q3 2023
NameSharesValueWeighting ↓
Van Hulzen Asset Management, LLC 73,923$1,893,0001.08%
Roundview Capital LLC 31,690$812,0000.30%
ROOSEVELT INVESTMENT GROUP LLC 100,562$2,575,0000.23%
FULTON BREAKEFIELD BROENNIMAN LLC 34,330$879,0000.19%
SPIRIT OF AMERICA MANAGEMENT CORP/NY 32,490$832,0000.15%
KCM INVESTMENT ADVISORS LLC 28,505$730,0000.05%
MASSMUTUAL TRUST CO FSB/ADV 5,800$148,538,0000.02%
Geneva Advisors, LLC 17,833$457,0000.01%
TRUST CO OF VERMONT 1,000$26,0000.00%
PARAMETRIC PORTFOLIO ASSOCIATES LLC 12,167$312,0000.00%
View complete list of Public Storage Cum Pfd Ser R 6.35% shareholders