Orinda Asset Management’s National Storage Affiliates Trust NSA Stock Holding History

Orinda Asset Management’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
2018 Q1	–	Sell	-7,500	Closed	-$204K	–	28
2017 Q4	$204K	Buy	+7,500	New	+$193K	0.18%	37
2015 Q3	–	Sell	-10,000	Closed	-$124K	–	145
2015 Q2	$124K	Buy	+10,000	New	+$131K	0.14%	76

Other funds holding NSA

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

Orinda Asset Management's NSA Position: Q1 2018 in Review

Orinda Asset Management sold out of National Storage Affiliates Trust (NSA) in Q1 2018, closing a stake of 7,500 shares — an estimated $204K sold.

Orinda Asset Management first reported a position in NSA in Q2 2015 and held it in 2 quarters. The position peaked at $204K in Q4 2017. 179 funds tracked by Wall St. Rank hold NSA as of Q1 2018.

Orinda Asset Management reported no remaining National Storage Affiliates Trust position as of Q1 2018 after selling out during the quarter.
Orinda Asset Management sold 7,500 National Storage Affiliates Trust shares in Q1 2018, an estimated $204K.
Orinda Asset Management first reported a position in National Storage Affiliates Trust in Q2 2015 and held it in 2 quarters.
Orinda Asset Management's National Storage Affiliates Trust position peaked at $204K in Q4 2017.
179 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q1 2018.

Based on Orinda Asset Management's 13F filing for Q1 2018, filed 19 Apr 2018.