KPW
NSA

Kore Private Wealth’s National Storage Affiliates Trust NSA Stock Holding History

Kore Private Wealth’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
Q2 		– Sell
-4,713
Closed -$134K – 603
2019
Q1 		$134K Hold
4,713
– – 0.03% 251
2018
Q4 		$125K Buy
+4,713
New +$126K 0.03% 263

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Kore Private Wealth's NSA Position: Q2 2019 in Review

Kore Private Wealth sold out of National Storage Affiliates Trust (NSA) in Q2 2019, closing a stake of 4,713 shares — an estimated $134K sold.

Kore Private Wealth first reported a position in NSA in Q4 2018 and held it in 2 quarters. The position peaked at $134K in Q1 2019. 196 funds tracked by Wall St. Rank hold NSA as of Q2 2019.

  • Kore Private Wealth reported no remaining National Storage Affiliates Trust position as of Q2 2019 after selling out during the quarter.
  • Kore Private Wealth sold 4,713 National Storage Affiliates Trust shares in Q2 2019, an estimated $134K.
  • Kore Private Wealth first reported a position in National Storage Affiliates Trust in Q4 2018 and held it in 2 quarters.
  • Kore Private Wealth's National Storage Affiliates Trust position peaked at $134K in Q1 2019.
  • 196 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q2 2019.

Based on Kore Private Wealth's 13F filing for Q2 2019, filed 14 Aug 2019.