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

Symphony 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
2017 Q3	–	Sell	-18,377	Closed	-$424K	–	365
2017 Q2	$424K	Buy	18,377 +708	+4%	+$17K	0.05%	286
2017 Q1	$422K	Sell	17,669 -293	-2%	-$6.8K	0.04%	306
2016 Q4	$397K	Sell	17,962 -23,933	-57%	-$486K	0.04%	323
2016 Q3	$877K	Buy	41,895 +27,114	+183%	+$567K	0.09%	205
2016 Q2	$308K	Sell	14,781 -9,439	-39%	-$196K	0.03%	289
2016 Q1	$513K	Buy	+24,220	New	+$434K	0.06%	248

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

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

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

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

VNIM

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

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

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

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

Symphony Asset Management's NSA Position: Q3 2017 in Review

Symphony Asset Management sold out of National Storage Affiliates Trust (NSA) in Q3 2017, closing a stake of 18,377 shares — an estimated $424K sold.

Symphony Asset Management first reported a position in NSA in Q1 2016 and held it in 6 quarters. The position peaked at $877K in Q3 2016. 147 funds tracked by Wall St. Rank hold NSA as of Q3 2017.

Symphony Asset Management reported no remaining National Storage Affiliates Trust position as of Q3 2017 after selling out during the quarter.
Symphony Asset Management sold 18,377 National Storage Affiliates Trust shares in Q3 2017, an estimated $424K.
Symphony Asset Management first reported a position in National Storage Affiliates Trust in Q1 2016 and held it in 6 quarters.
Symphony Asset Management's National Storage Affiliates Trust position peaked at $877K in Q3 2016.
147 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q3 2017.

Based on Symphony Asset Management's 13F filing for Q3 2017, filed 13 Nov 2017.