Cadence Capital Management’s Life Storage, Inc. LSI Stock Holding History

Cadence Capital Management’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	-3,330	Closed	-$211K	–	642
2018 Q3	$211K	Sell	3,330 -66	-2%	-$4.28K	0.01%	649
2018 Q2	$220K	Sell	3,396 -360	-10%	-$21.7K	0.01%	649
2018 Q1	$209K	Sell	3,756 -81	-2%	-$4.42K	0.01%	638
2017 Q4	$228K	Sell	3,837 -1,730	-31%	-$99.5K	0.01%	628
2017 Q3	$304K	Hold	5,567	–	–	0.02%	598
2017 Q2	$275K	Sell	5,567 -105	-2%	-$5.45K	0.02%	617
2017 Q1	$310K	Sell	5,672 -270	-5%	-$15.1K	0.02%	604
2016 Q4	$338K	Buy	5,942 +1,986	+50%	+$110K	0.02%	585
2016 Q3	$235K	Sell	3,956 -23,319	-85%	-$1.49M	0.02%	590
2016 Q2	$1.91M	Sell	27,275 -10,950	-29%	-$795K	0.14%	175
2016 Q1	$3.01M	Sell	38,225 -15,720	-29%	-$1.14M	0.21%	115
2015 Q4	$3.86M	Buy	53,945 +22,370	+71%	+$1.5M	0.26%	104
2015 Q3	$1.99M	Hold	31,575	–	–	0.14%	178
2015 Q2	$1.83M	Buy	31,575 +570	+2%	+$34.1K	0.1%	251
2015 Q1	$1.94M	Sell	31,005 -7,680	-20%	-$477K	0.12%	234
2014 Q4	$2.25M	Buy	+38,685	New	+$2.15M	0.13%	208
2013 Q4	–	Sell	-180,075	Closed	-$9.09M	–	664
2013 Q3	$9.09M	Sell	180,075 -41,867	-19%	-$1.96M	0.31%	112
2013 Q2	$9.59M	Buy	+221,942	New	+$9.81M	0.45%	82

Other funds holding LSI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Cadence Capital Management's LSI Position: Q4 2018 in Review

Cadence Capital Management sold out of Life Storage, Inc. (LSI) in Q4 2018, closing a stake of 3,330 shares — an estimated $211K sold.

Cadence Capital Management first reported a position in LSI in Q2 2013 and held it in 18 quarters. The position peaked at $9.59M in Q2 2013. 292 funds tracked by Wall St. Rank hold LSI as of Q4 2018.

Cadence Capital Management reported no remaining Life Storage, Inc. position as of Q4 2018 after selling out during the quarter.
Cadence Capital Management sold 3,330 Life Storage, Inc. shares in Q4 2018, an estimated $211K.
Cadence Capital Management first reported a position in Life Storage, Inc. in Q2 2013 and held it in 18 quarters.
Cadence Capital Management's Life Storage, Inc. position peaked at $9.59M in Q2 2013.
292 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q4 2018.

Based on Cadence Capital Management's 13F filing for Q4 2018, filed 13 Feb 2019.