Weld Capital Management’s National Storage Affiliates Trust NSA Stock Holding History

Weld Capital 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
2019 Q4	–	Sell	-6,158	Closed	-$205K	–	832
2019 Q3	$205K	Buy	+6,158	New	+$195K	0.04%	692
2019 Q2	–	Sell	-11,241	Closed	-$320K	–	879
2019 Q1	$320K	Sell	11,241 -4,578	-29%	-$127K	0.06%	498
2018 Q4	$419K	Buy	+15,819	New	+$424K	0.09%	409

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Weld Capital Management's NSA Position: Q4 2019 in Review

Weld Capital Management sold out of National Storage Affiliates Trust (NSA) in Q4 2019, closing a stake of 6,158 shares — an estimated $205K sold.

Weld Capital Management first reported a position in NSA in Q4 2018 and held it in 3 quarters. The position peaked at $419K in Q4 2018. 203 funds tracked by Wall St. Rank hold NSA as of Q4 2019.

Weld Capital Management reported no remaining National Storage Affiliates Trust position as of Q4 2019 after selling out during the quarter.
Weld Capital Management sold 6,158 National Storage Affiliates Trust shares in Q4 2019, an estimated $205K.
Weld Capital Management first reported a position in National Storage Affiliates Trust in Q4 2018 and held it in 3 quarters.
Weld Capital Management's National Storage Affiliates Trust position peaked at $419K in Q4 2018.
203 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q4 2019.

Based on Weld Capital Management's 13F filing for Q4 2019, filed 14 Feb 2020.