BIG
LSI

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

Bellwether Investment 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
2017
Q2 		– Sell
-197
Closed -$11K – 663
2017
Q1 		$11K Sell
197
-6
-3% -$336 0.03% 473
2016
Q4 		$12K Buy
+203
New +$11.3K 0.01% 596

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SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 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
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
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Bellwether Investment Group's LSI Position: Q2 2017 in Review

Bellwether Investment Group sold out of Life Storage, Inc. (LSI) in Q2 2017, closing a stake of 197 shares — an estimated $11K sold.

Bellwether Investment Group first reported a position in LSI in Q4 2016 and held it in 2 quarters. The position peaked at $12K in Q4 2016. 264 funds tracked by Wall St. Rank hold LSI as of Q2 2017.

  • Bellwether Investment Group reported no remaining Life Storage, Inc. position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 197 Life Storage, Inc. shares in Q2 2017, an estimated $11K.
  • Bellwether Investment Group first reported a position in Life Storage, Inc. in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Life Storage, Inc. position peaked at $12K in Q4 2016.
  • 264 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.