WIA
SELF

Westbourne Investment Advisors’s Global Self Storage SELF Stock Holding History

Westbourne Investment Advisors’s Portfolio SELF Stock Details SELF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-62,790
Closed -$278K – 97
2018
Q1 		$278K Hold
62,790
– – 0.22% 88
2017
Q4 		$291K Buy
62,790
+3,500
+6% +$16.6K 0.22% 91
2017
Q3 		$286K Buy
59,290
+5,000
+9% +$24.4K 0.22% 88
2017
Q2 		$266K Buy
+54,290
New +$269K 0.22% 92
2016
Q4 		– Sell
-10,000
Closed -$53K – 103
2016
Q3 		$53K Hold
10,000
– – 0.05% 105
2016
Q2 		$54K Buy
+10,000
New +$49.4K 0.05% 130

Other funds holding SELF

FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
QCMC
Quantum Capital Management (California) San Francisco, California $89.7M AUM 27.84% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Westbourne Investment Advisors's SELF Position: Q2 2018 in Review

Westbourne Investment Advisors sold out of Global Self Storage (SELF) in Q2 2018, closing a stake of 62,790 shares — an estimated $278K sold.

Westbourne Investment Advisors first reported a position in SELF in Q2 2016 and held it in 6 quarters. The position peaked at $291K in Q4 2017. 23 funds tracked by Wall St. Rank hold SELF as of Q2 2018.

  • Westbourne Investment Advisors reported no remaining Global Self Storage position as of Q2 2018 after selling out during the quarter.
  • Westbourne Investment Advisors sold 62,790 Global Self Storage shares in Q2 2018, an estimated $278K.
  • Westbourne Investment Advisors first reported a position in Global Self Storage in Q2 2016 and held it in 6 quarters.
  • Westbourne Investment Advisors's Global Self Storage position peaked at $291K in Q4 2017.
  • 23 funds tracked by Wall St. Rank held Global Self Storage as of Q2 2018.

Based on Westbourne Investment Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.