JA
NSA

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

JOYN 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
Q1 		– Sell
-63
Closed -$2K – 957
2018
Q4 		$2K Buy
63
+44
+232% +$1.18K ﹤0.01% 1509
2018
Q3 		$0 Sell
19
-26
-58% -$741 ﹤0.01% 1843
2018
Q2 		$1K Buy
+45
New +$1.23K ﹤0.01% 1620

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

JOYN Advisors's NSA Position: Q1 2019 in Review

JOYN Advisors sold out of National Storage Affiliates Trust (NSA) in Q1 2019, closing a stake of 63 shares — an estimated $2K sold.

JOYN Advisors first reported a position in NSA in Q2 2018 and held it in 3 quarters. The position peaked at $2K in Q4 2018. 205 funds tracked by Wall St. Rank hold NSA as of Q1 2019.

  • JOYN Advisors reported no remaining National Storage Affiliates Trust position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 63 National Storage Affiliates Trust shares in Q1 2019, an estimated $2K.
  • JOYN Advisors first reported a position in National Storage Affiliates Trust in Q2 2018 and held it in 3 quarters.
  • JOYN Advisors's National Storage Affiliates Trust position peaked at $2K in Q4 2018.
  • 205 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.