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Berman Capital Advisors’s National Storage Affiliates Trust NSA Stock Holding History

Berman Capital Advisors’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
2020
Q2 		– Sell
-36
Closed -$1K – 1751
2020
Q1 		$1K Buy
+36
New +$1.19K ﹤0.01% 1334

Other funds holding NSA

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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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Berman Capital Advisors's NSA Position: Q2 2020 in Review

Berman Capital Advisors sold out of National Storage Affiliates Trust (NSA) in Q2 2020, closing a stake of 36 shares — an estimated $1K sold.

Berman Capital Advisors first reported a position in NSA in Q1 2020 and held it in 1 quarter. The position peaked at $1K in Q1 2020. 197 funds tracked by Wall St. Rank hold NSA as of Q2 2020.

  • Berman Capital Advisors reported no remaining National Storage Affiliates Trust position as of Q2 2020 after selling out during the quarter.
  • Berman Capital Advisors sold 36 National Storage Affiliates Trust shares in Q2 2020, an estimated $1K.
  • Berman Capital Advisors first reported a position in National Storage Affiliates Trust in Q1 2020 and held it in 1 quarter.
  • Berman Capital Advisors's National Storage Affiliates Trust position peaked at $1K in Q1 2020.
  • 197 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q2 2020.

Based on Berman Capital Advisors's 13F filing for Q2 2020, filed 6 Aug 2020.