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

SevenBridge 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
2018 Q2	–	Sell	-100	Closed	-$3K	–	613
2018 Q1	$3K	Hold	100	–	–	﹤0.01%	545
2017 Q4	$3K	Hold	100	–	–	﹤0.01%	557
2017 Q3	$2K	Hold	100	–	–	﹤0.01%	577
2017 Q2	$2K	Hold	100	–	–	﹤0.01%	598
2017 Q1	$3K	Hold	100	–	–	﹤0.01%	555
2016 Q4	$2K	Hold	100	–	–	﹤0.01%	587
2016 Q3	$2K	Buy	+100	New	+$2.09K	﹤0.01%	571

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

ACH

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

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

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

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

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

VNIM

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

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

SevenBridge Financial Group's NSA Position: Q2 2018 in Review

SevenBridge Financial Group sold out of National Storage Affiliates Trust (NSA) in Q2 2018, closing a stake of 100 shares — an estimated $3K sold.

SevenBridge Financial Group first reported a position in NSA in Q3 2016 and held it in 7 quarters. The position peaked at $3K in Q1 2018. 180 funds tracked by Wall St. Rank hold NSA as of Q2 2018.

SevenBridge Financial Group reported no remaining National Storage Affiliates Trust position as of Q2 2018 after selling out during the quarter.
SevenBridge Financial Group sold 100 National Storage Affiliates Trust shares in Q2 2018, an estimated $3K.
SevenBridge Financial Group first reported a position in National Storage Affiliates Trust in Q3 2016 and held it in 7 quarters.
SevenBridge Financial Group's National Storage Affiliates Trust position peaked at $3K in Q1 2018.
180 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q2 2018.

Based on SevenBridge Financial Group's 13F filing for Q2 2018, filed 14 Aug 2018.