Financial & Investment Management Group’s Global Self Storage SELF Stock Holding History

Financial & Investment Management Group’s Portfolio SELF Stock Details SELF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$1.3M	Sell	331,528 -37,924	-10%	-$152K	0.47%	57
2018 Q3	$1.55M	Sell	369,452 -88,912	-19%	-$369K	0.51%	50
2018 Q2	$1.9M	Sell	458,364 -106,177	-19%	-$442K	0.6%	46
2018 Q1	$2.5M	Sell	564,541 -33,479	-6%	-$149K	0.8%	44
2017 Q4	$2.77M	Sell	598,020 -114,901	-16%	-$545K	0.96%	35
2017 Q3	$3.44M	Sell	712,921 -172,243	-19%	-$839K	1.14%	29
2017 Q2	$4.34M	Sell	885,164 -33,025	-4%	-$164K	1.59%	21
2017 Q1	$4.38M	Sell	918,189 -43,654	-5%	-$202K	1.48%	18
2016 Q4	$4.59M	Sell	961,843 -29,045	-3%	-$144K	1.77%	16
2016 Q3	$5.21M	Sell	990,888 -22,260	-2%	-$124K	1.71%	19
2016 Q2	$5.46M	Sell	1,013,148 -14,065	-1%	-$69.5K	1.66%	21
2016 Q1	$5M	Buy	+1,027,213	New	+$4.31M	1.33%	28

Other funds holding SELF

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

PCM

Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return

QCMC

Quantum Capital Management (California) San Francisco, California $89.7M AUM 27.84% 1-Year Est. Return

Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Financial & Investment Management Group's SELF Position: Q4 2018 in Review

Financial & Investment Management Group reduced its Global Self Storage (SELF) stake by 10% in Q4 2018, selling an estimated $152K and leaving 331,528 shares worth $1.3M. The position accounts for 0.47% of the portfolio, ranked #57.

Financial & Investment Management Group first reported a position in SELF in Q1 2016 and has held it in 12 quarters since. The position peaked at $5.46M in Q2 2016. 25 funds tracked by Wall St. Rank hold SELF as of Q4 2018.

Financial & Investment Management Group held 331,528 shares of Global Self Storage worth $1.3M as of Q4 2018.
Financial & Investment Management Group sold 37,924 Global Self Storage shares in Q4 2018, an estimated $152K.
Global Self Storage made up 0.47% of Financial & Investment Management Group's portfolio in Q4 2018, its #57 holding.
Financial & Investment Management Group first reported a position in Global Self Storage in Q1 2016 and has held it in 12 quarters since.
Financial & Investment Management Group's Global Self Storage position peaked at $5.46M in Q2 2016.
25 funds tracked by Wall St. Rank held Global Self Storage as of Q4 2018.

Based on Financial & Investment Management Group's 13F filing for Q4 2018, filed 30 Jan 2019.