B
LSI

Baird’s Life Storage, Inc. LSI Stock Holding History

Baird’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
2015
Q1 		– Sell
-4,977
Closed -$289K – 1358
2014
Q4 		$289K Sell
4,977
-11,346
-70% -$631K ﹤0.01% 1110
2014
Q3 		$809K Buy
16,323
+249
+2% +$12.8K 0.01% 719
2014
Q2 		$828K Buy
16,074
+2,257
+16% +$114K 0.01% 727
2014
Q1 		$677K Buy
13,817
+1,361
+11% +$63.5K 0.01% 759
2013
Q4 		$541K Buy
12,456
+957
+8% +$45.1K 0.01% 809
2013
Q3 		$580K Buy
11,499
+1,126
+11% +$52.8K 0.01% 746
2013
Q2 		$448K Buy
+10,373
New +$458K 0.01% 803

Other funds holding LSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return

Baird's LSI Position: Q1 2015 in Review

Baird sold out of Life Storage, Inc. (LSI) in Q1 2015, closing a stake of 4,977 shares — an estimated $289K sold.

Baird first reported a position in LSI in Q2 2013 and held it in 7 quarters. The position peaked at $828K in Q2 2014. 240 funds tracked by Wall St. Rank hold LSI as of Q1 2015.

  • Baird reported no remaining Life Storage, Inc. position as of Q1 2015 after selling out during the quarter.
  • Baird sold 4,977 Life Storage, Inc. shares in Q1 2015, an estimated $289K.
  • Baird first reported a position in Life Storage, Inc. in Q2 2013 and held it in 7 quarters.
  • Baird's Life Storage, Inc. position peaked at $828K in Q2 2014.
  • 240 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.