AG
NSA

Advisor Group’s National Storage Affiliates Trust NSA Stock Holding History

Advisor Group’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
Q4 		$108K Sell
3,220
-485
-13% -$16.3K ﹤0.01% 2885
2019
Q3 		$124K Sell
3,705
-645
-15% -$20.4K ﹤0.01% 2722
2019
Q2 		$126K Sell
4,350
-201
-4% -$5.88K ﹤0.01% 2678
2019
Q1 		$129K Buy
4,551
+383
+9% +$10.6K ﹤0.01% 2634
2018
Q4 		$110K Buy
4,168
+2,433
+140% +$65.2K ﹤0.01% 2577
2018
Q3 		$44K Buy
1,735
+635
+58% +$18.1K ﹤0.01% 3390
2018
Q2 		$34K Hold
1,100
– – ﹤0.01% 3387
2018
Q1 		$28K Hold
1,100
– – ﹤0.01% 3482
2017
Q4 		$30K Hold
1,100
– – ﹤0.01% 3435
2017
Q3 		$27K Hold
1,100
– – ﹤0.01% 3384
2017
Q2 		$25K Buy
1,100
+200
+22% +$4.8K ﹤0.01% 3356
2017
Q1 		$22K Sell
900
-100
-10% -$2.32K ﹤0.01% 3314
2016
Q4 		$22K Buy
+1,000
New +$20.3K ﹤0.01% 3168

Other funds holding NSA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Advisor Group's NSA Position: Q4 2019 in Review

Advisor Group reduced its National Storage Affiliates Trust (NSA) stake by 13% in Q4 2019, selling an estimated $16.3K and leaving 3,220 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #2885.

Advisor Group first reported a position in NSA in Q4 2016 and has held it in 13 quarters since. The position peaked at $129K in Q1 2019. 203 funds tracked by Wall St. Rank hold NSA as of Q4 2019.

  • Advisor Group held 3,220 shares of National Storage Affiliates Trust worth $108K as of Q4 2019.
  • Advisor Group sold 485 National Storage Affiliates Trust shares in Q4 2019, an estimated $16.3K.
  • National Storage Affiliates Trust made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2885 holding.
  • Advisor Group first reported a position in National Storage Affiliates Trust in Q4 2016 and has held it in 13 quarters since.
  • Advisor Group's National Storage Affiliates Trust position peaked at $129K in Q1 2019.
  • 203 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.