AG
LSI

Advisor Group’s Life Storage, Inc. LSI Stock Holding History

Advisor Group’s Portfolio LSI Stock Details LSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$35K Sell
497
-16
-3% -$1.14K ﹤0.01% 3656
2019
Q3 		$36K Hold
513
– – ﹤0.01% 3615
2019
Q2 		$33K Sell
513
-288
-36% -$18.5K ﹤0.01% 3653
2019
Q1 		$52K Buy
801
+102
+15% +$6.54K ﹤0.01% 3364
2018
Q4 		$43K Buy
699
+285
+69% +$18.1K ﹤0.01% 3298
2018
Q3 		$27K Sell
414
-2,274
-85% -$147K ﹤0.01% 3705
2018
Q2 		$174K Sell
2,688
-113
-4% -$6.83K ﹤0.01% 2082
2018
Q1 		$156K Sell
2,801
-445
-14% -$24.3K ﹤0.01% 2177
2017
Q4 		$193K Sell
3,246
-47
-1% -$2.7K ﹤0.01% 2032
2017
Q3 		$179K Sell
3,293
-1,186
-26% -$59.5K ﹤0.01% 1937
2017
Q2 		$221K Buy
4,479
+580
+15% +$30.1K ﹤0.01% 1712
2017
Q1 		$213K Buy
3,899
+993
+34% +$55.6K ﹤0.01% 1611
2016
Q4 		$165K Sell
2,906
-903
-24% -$50K ﹤0.01% 1698
2016
Q3 		$226K Sell
3,809
-49
-1% -$3.13K 0.01% 1445
2016
Q2 		$269K Buy
+3,858
New +$280K 0.01% 1255

Other funds holding LSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Advisor Group's LSI Position: Q4 2019 in Review

Advisor Group reduced its Life Storage, Inc. (LSI) stake by 3.1% in Q4 2019, selling an estimated $1.14K and leaving 497 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #3656.

Advisor Group first reported a position in LSI in Q2 2016 and has held it in 15 quarters since. The position peaked at $269K in Q2 2016. 332 funds tracked by Wall St. Rank hold LSI as of Q4 2019.

  • Advisor Group held 497 shares of Life Storage, Inc. worth $35K as of Q4 2019.
  • Advisor Group sold 16 Life Storage, Inc. shares in Q4 2019, an estimated $1.14K.
  • Life Storage, Inc. made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3656 holding.
  • Advisor Group first reported a position in Life Storage, Inc. in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Life Storage, Inc. position peaked at $269K in Q2 2016.
  • 332 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.