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Ferguson Wellman Capital Management’s National Storage Affiliates Trust NSA Stock Holding History

Ferguson Wellman Capital 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
Q4 		– Sell
-6,108
Closed -$204K – 358
2019
Q3 		$204K Buy
+6,108
New +$193K 0.01% 335

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WA
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Renaissance Technologies
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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

Ferguson Wellman Capital Management's NSA Position: Q4 2019 in Review

Ferguson Wellman Capital Management sold out of National Storage Affiliates Trust (NSA) in Q4 2019, closing a stake of 6,108 shares — an estimated $204K sold.

Ferguson Wellman Capital Management first reported a position in NSA in Q3 2019 and held it in 1 quarter. The position peaked at $204K in Q3 2019. 203 funds tracked by Wall St. Rank hold NSA as of Q4 2019.

  • Ferguson Wellman Capital Management reported no remaining National Storage Affiliates Trust position as of Q4 2019 after selling out during the quarter.
  • Ferguson Wellman Capital Management sold 6,108 National Storage Affiliates Trust shares in Q4 2019, an estimated $204K.
  • Ferguson Wellman Capital Management first reported a position in National Storage Affiliates Trust in Q3 2019 and held it in 1 quarter.
  • Ferguson Wellman Capital Management's National Storage Affiliates Trust position peaked at $204K in Q3 2019.
  • 203 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q4 2019.

Based on Ferguson Wellman Capital Management's 13F filing for Q4 2019, filed 24 Jan 2020.