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Next Financial Group’s National Storage Affiliates Trust NSA Stock Holding History

Next Financial Group’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
2017
Q1 		– Sell
-3,250
Closed -$72K – 2150
2016
Q4 		$72K Hold
3,250
– – 0.01% 812
2016
Q3 		$68K Buy
3,250
+2,000
+160% +$41.8K 0.01% 806
2016
Q2 		$26K Hold
1,250
– – 0.01% 870
2016
Q1 		$26K Buy
1,250
+600
+92% +$10.8K 0.01% 844
2015
Q4 		$11K Buy
+650
New +$10.2K ﹤0.01% 1144

Other funds holding NSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

Next Financial Group's NSA Position: Q1 2017 in Review

Next Financial Group sold out of National Storage Affiliates Trust (NSA) in Q1 2017, closing a stake of 3,250 shares — an estimated $72K sold.

Next Financial Group first reported a position in NSA in Q4 2015 and held it in 5 quarters. The position peaked at $72K in Q4 2016. 146 funds tracked by Wall St. Rank hold NSA as of Q1 2017.

  • Next Financial Group reported no remaining National Storage Affiliates Trust position as of Q1 2017 after selling out during the quarter.
  • Next Financial Group sold 3,250 National Storage Affiliates Trust shares in Q1 2017, an estimated $72K.
  • Next Financial Group first reported a position in National Storage Affiliates Trust in Q4 2015 and held it in 5 quarters.
  • Next Financial Group's National Storage Affiliates Trust position peaked at $72K in Q4 2016.
  • 146 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q1 2017.

Based on Next Financial Group's 13F filing for Q1 2017, filed 8 May 2017.