Boston Advisors’s National Storage Affiliates Trust NSA Stock Holding History

Boston 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
2019 Q3	$2M	Buy	59,919 +14,863	+33%	+$470K	0.1%	252
2019 Q2	$1.3M	Hold	45,056	–	–	0.07%	299
2019 Q1	$1.28M	Buy	45,056 +140	+0.3%	+$3.88K	0.07%	299
2018 Q4	$1.19M	Sell	44,916 -182,452	-80%	-$4.89M	0.07%	281
2018 Q3	$5.78M	Buy	227,368 +845	+0.4%	+$24.1K	0.25%	126
2018 Q2	$6.98M	Sell	226,523 -6,292	-3%	-$172K	0.17%	121
2018 Q1	$5.84M	Buy	232,815 +5,230	+2%	+$132K	0.15%	143
2017 Q4	$6.2M	Buy	227,585 +23,340	+11%	+$601K	0.13%	175
2017 Q3	$4.95M	Buy	204,245 +59,415	+41%	+$1.35M	0.11%	214
2017 Q2	$3.35M	Buy	+144,830	New	+$3.47M	0.08%	262

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

Boston Advisors's NSA Position: Q3 2019 in Review

Boston Advisors increased its National Storage Affiliates Trust (NSA) stake by 33% in Q3 2019, buying an estimated $470K and bringing the position to 59,919 shares worth $2M. The position accounts for 0.1% of the portfolio, ranked #252.

Boston Advisors first reported a position in NSA in Q2 2017 and has held it in 10 quarters since. The position peaked at $6.98M in Q2 2018. 218 funds tracked by Wall St. Rank hold NSA as of Q3 2019.

Boston Advisors held 59,919 shares of National Storage Affiliates Trust worth $2M as of Q3 2019.
Boston Advisors bought 14,863 National Storage Affiliates Trust shares in Q3 2019, an estimated $470K.
National Storage Affiliates Trust made up 0.1% of Boston Advisors's portfolio in Q3 2019, its #252 holding.
Boston Advisors first reported a position in National Storage Affiliates Trust in Q2 2017 and has held it in 10 quarters since.
Boston Advisors's National Storage Affiliates Trust position peaked at $6.98M in Q2 2018.
218 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q3 2019.

Based on Boston Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.