Advantage Investment Management’s National Storage Affiliates Trust NSA Stock Holding History

Advantage Investment Management’s Portfolio NSA Stock Details NSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	$57K	Buy	1,702 +2	+0.1%	+$63	0.04%	315
2019 Q2	$49K	Hold	1,700	–	–	0.04%	345
2019 Q1	$48K	Hold	1,700	–	–	0.04%	353
2018 Q4	$45K	Hold	1,700	–	–	0.03%	360
2018 Q3	$43K	Hold	1,700	–	–	0.03%	416
2018 Q2	$52K	Hold	1,700	–	–	0.04%	360
2018 Q1	$43K	Hold	1,700	–	–	0.02%	410
2017 Q4	$46K	Sell	1,700 -300	-15%	-$7.72K	0.01%	418
2017 Q3	$48K	Hold	2,000	–	–	0.02%	395
2017 Q2	$46K	Hold	2,000	–	–	0.02%	396
2017 Q1	$48K	Sell	2,000 -250	-11%	-$5.8K	0.02%	355
2016 Q4	$50K	Buy	+2,250	New	+$45.7K	0.02%	328

Other funds holding NSA

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Advantage Investment Management's NSA Position: Q3 2019 in Review

Advantage Investment Management increased its National Storage Affiliates Trust (NSA) stake by 0.12% in Q3 2019, buying an estimated $63 and bringing the position to 1,702 shares worth $57K. The position accounts for 0.04% of the portfolio, ranked #315.

Advantage Investment Management first reported a position in NSA in Q4 2016 and has held it in 12 quarters since. 218 funds tracked by Wall St. Rank hold NSA as of Q3 2019.

Advantage Investment Management held 1,702 shares of National Storage Affiliates Trust worth $57K as of Q3 2019.
Advantage Investment Management bought 2 National Storage Affiliates Trust shares in Q3 2019, an estimated $63.
National Storage Affiliates Trust made up 0.04% of Advantage Investment Management's portfolio in Q3 2019, its #315 holding.
Advantage Investment Management first reported a position in National Storage Affiliates Trust in Q4 2016 and has held it in 12 quarters since.
218 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.