PWAG
NSA

Polaris Wealth Advisory Group’s National Storage Affiliates Trust NSA Stock Holding History

Polaris Wealth Advisory 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
2018
Q4 		– Sell
-500
Closed -$13K – 339
2018
Q3 		$13K Hold
500
– – ﹤0.01% 376
2018
Q2 		$13K Hold
500
– – ﹤0.01% 191
2018
Q1 		$13K Buy
+500
New +$12.6K ﹤0.01% 336

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

Polaris Wealth Advisory Group's NSA Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of National Storage Affiliates Trust (NSA) in Q4 2018, closing a stake of 500 shares — an estimated $13K sold.

Polaris Wealth Advisory Group first reported a position in NSA in Q1 2018 and held it in 3 quarters. The position peaked at $13K in Q3 2018. 205 funds tracked by Wall St. Rank hold NSA as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining National Storage Affiliates Trust position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 500 National Storage Affiliates Trust shares in Q4 2018, an estimated $13K.
  • Polaris Wealth Advisory Group first reported a position in National Storage Affiliates Trust in Q1 2018 and held it in 3 quarters.
  • Polaris Wealth Advisory Group's National Storage Affiliates Trust position peaked at $13K in Q3 2018.
  • 205 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.