NWQ Investment Management Company’s National Storage Affiliates Trust NSA Stock Holding History

NWQ Investment Management Company’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
2016 Q2	–	Sell	-420,540	Closed	-$8.92M	–	157
2016 Q1	$8.92M	Sell	420,540 -161,325	-28%	-$2.89M	0.14%	114
2015 Q4	$9.97M	Sell	581,865 -96,200	-14%	-$1.5M	0.15%	108
2015 Q3	$9.19M	Sell	678,065 -51,980	-7%	-$666K	0.14%	114
2015 Q2	$9.05M	Buy	+730,045	New	+$9.55M	0.13%	112

Other funds holding NSA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

NWQ Investment Management Company's NSA Position: Q2 2016 in Review

NWQ Investment Management Company sold out of National Storage Affiliates Trust (NSA) in Q2 2016, closing a stake of 420,540 shares — an estimated $8.92M sold.

NWQ Investment Management Company first reported a position in NSA in Q2 2015 and held it in 4 quarters. The position peaked at $9.97M in Q4 2015. 151 funds tracked by Wall St. Rank hold NSA as of Q2 2016.

NWQ Investment Management Company reported no remaining National Storage Affiliates Trust position as of Q2 2016 after selling out during the quarter.
NWQ Investment Management Company sold 420,540 National Storage Affiliates Trust shares in Q2 2016, an estimated $8.92M.
NWQ Investment Management Company first reported a position in National Storage Affiliates Trust in Q2 2015 and held it in 4 quarters.
NWQ Investment Management Company's National Storage Affiliates Trust position peaked at $9.97M in Q4 2015.
151 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q2 2016.

Based on NWQ Investment Management Company's 13F filing for Q2 2016, filed 12 Aug 2016.