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LSI

Avantax Planning Partners’s Life Storage, Inc. LSI Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-150
Closed -$10K – 1282
2018
Q3 		$10K Buy
+150
New +$9.72K ﹤0.01% 891
2018
Q2 		– Sell
-150
Closed -$8K – 1600
2018
Q1 		$8K Buy
+150
New +$8.19K ﹤0.01% 1174

Other funds holding LSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Avantax Planning Partners's LSI Position: Q4 2018 in Review

Avantax Planning Partners sold out of Life Storage, Inc. (LSI) in Q4 2018, closing a stake of 150 shares — an estimated $10K sold.

Avantax Planning Partners first reported a position in LSI in Q1 2018 and held it in 2 quarters. The position peaked at $10K in Q3 2018. 292 funds tracked by Wall St. Rank hold LSI as of Q4 2018.

  • Avantax Planning Partners reported no remaining Life Storage, Inc. position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 150 Life Storage, Inc. shares in Q4 2018, an estimated $10K.
  • Avantax Planning Partners first reported a position in Life Storage, Inc. in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Life Storage, Inc. position peaked at $10K in Q3 2018.
  • 292 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.