WAM
NSA icon

Wealthspire Advisors (Maryland)’s National Storage Affiliates Trust NSA Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-420
Closed -$12K – 1475
2019
Q1 		$12K Sell
420
-197
-32% -$5.46K ﹤0.01% 1466
2018
Q4 		$16K Sell
617
-674
-52% -$18.1K ﹤0.01% 1298
2018
Q3 		$33K Sell
1,291
-828
-39% -$23.6K ﹤0.01% 1110
2018
Q2 		$65K Sell
2,119
-550
-21% -$15.1K 0.01% 882
2018
Q1 		$67K Hold
2,669
– – 0.01% 876
2017
Q4 		$73K Sell
2,669
-109
-4% -$2.81K 0.01% 845
2017
Q3 		$67K Buy
2,778
+286
+11% +$6.5K 0.01% 870
2017
Q2 		$58K Buy
2,492
+815
+49% +$19.5K 0.01% 895
2017
Q1 		$40K Buy
1,677
+1,177
+235% +$27.3K 0.01% 858
2016
Q4 		$11K Hold
500
– – ﹤0.01% 1200
2016
Q3 		$10K Hold
500
– – ﹤0.01% 1252
2016
Q2 		$10K Buy
+500
New +$10.4K ﹤0.01% 1201

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s NSA Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of National Storage Affiliates Trust (NSA) in Q2 2019, closing a stake of 420 shares — an estimated $12K sold.

Wealthspire Advisors (Maryland) first reported a position in NSA in Q2 2016 and held it in 12 quarters. The position peaked at $73K in Q4 2017. 196 funds tracked by Wall St. Rank hold NSA as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining National Storage Affiliates Trust position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 420 National Storage Affiliates Trust shares in Q2 2019, an estimated $12K.
  • Wealthspire Advisors (Maryland) first reported a position in National Storage Affiliates Trust in Q2 2016 and held it in 12 quarters.
  • Wealthspire Advisors (Maryland)'s National Storage Affiliates Trust position peaked at $73K in Q4 2017.
  • 196 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.