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Yorktown Management & Research Company’s National Storage Affiliates Trust NSA Stock Holding History

Yorktown Management & Research Company’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
-13,300
Closed -$334K – 376
2018
Q1 		$334K Hold
13,300
– – 0.1% 219
2017
Q4 		$363K Hold
13,300
– – 0.1% 201
2017
Q3 		$322K Buy
+13,300
New +$302K 0.08% 210

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ACH
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Lazard Asset Management
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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Yorktown Management & Research Company's NSA Position: Q2 2018 in Review

Yorktown Management & Research Company sold out of National Storage Affiliates Trust (NSA) in Q2 2018, closing a stake of 13,300 shares — an estimated $334K sold.

Yorktown Management & Research Company first reported a position in NSA in Q3 2017 and held it in 3 quarters. The position peaked at $363K in Q4 2017. 180 funds tracked by Wall St. Rank hold NSA as of Q2 2018.

  • Yorktown Management & Research Company reported no remaining National Storage Affiliates Trust position as of Q2 2018 after selling out during the quarter.
  • Yorktown Management & Research Company sold 13,300 National Storage Affiliates Trust shares in Q2 2018, an estimated $334K.
  • Yorktown Management & Research Company first reported a position in National Storage Affiliates Trust in Q3 2017 and held it in 3 quarters.
  • Yorktown Management & Research Company's National Storage Affiliates Trust position peaked at $363K in Q4 2017.
  • 180 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q2 2018.

Based on Yorktown Management & Research Company's 13F filing for Q2 2018, filed 10 Aug 2018.