CM
LSI

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

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
2017
Q3 		– Sell
-133,913
Closed -$6.62M – 96
2017
Q2 		$6.62M Buy
133,913
+1,020
+0.8% +$53K 1.97% 27
2017
Q1 		$7.28M Buy
132,893
+14,567
+12% +$816K 2.25% 20
2016
Q4 		$6.73M Buy
118,326
+6,315
+6% +$350K 2.24% 19
2016
Q3 		$6.64M Buy
112,011
+60,709
+118% +$3.88M 2.45% 17
2016
Q2 		$3.59M Buy
51,302
+3,318
+7% +$241K 1.39% 31
2016
Q1 		$3.77M Sell
47,984
-23,595
-33% -$1.72M 1.46% 31
2015
Q4 		$5.12M Sell
71,579
-6,840
-9% -$458K 1.94% 24
2015
Q3 		$4.93M Sell
78,419
-5,542
-7% -$343K 1.98% 26
2015
Q2 		$4.87M Sell
83,961
-39,990
-32% -$2.39M 1.69% 29
2015
Q1 		$7.76M Sell
123,951
-53,490
-30% -$3.32M 2.62% 19
2014
Q4 		$10.3M Sell
177,441
-5,078
-3% -$283K 3.18% 7
2014
Q3 		$9.05M Buy
182,519
+1,395
+0.8% +$71.6K 2.99% 10
2014
Q2 		$9.33M Buy
181,124
+3,636
+2% +$184K 3.01% 9
2014
Q1 		$8.69M Buy
177,488
+46,002
+35% +$2.15M 2.96% 10
2013
Q4 		$5.71M Buy
131,486
+52,913
+67% +$2.49M 1.98% 22
2013
Q3 		$3.96M Sell
78,573
-7,635
-9% -$358K 1.53% 29
2013
Q2 		$3.72M Buy
+86,208
New +$3.81M 1.55% 30

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
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Management's LSI Position: Q3 2017 in Review

Capital Management sold out of Life Storage, Inc. (LSI) in Q3 2017, closing a stake of 133,913 shares — an estimated $6.62M sold.

Capital Management first reported a position in LSI in Q2 2013 and held it in 17 quarters. The position peaked at $10.3M in Q4 2014. 246 funds tracked by Wall St. Rank hold LSI as of Q3 2017.

  • Capital Management reported no remaining Life Storage, Inc. position as of Q3 2017 after selling out during the quarter.
  • Capital Management sold 133,913 Life Storage, Inc. shares in Q3 2017, an estimated $6.62M.
  • Capital Management first reported a position in Life Storage, Inc. in Q2 2013 and held it in 17 quarters.
  • Capital Management's Life Storage, Inc. position peaked at $10.3M in Q4 2014.
  • 246 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2017.

Based on Capital Management's 13F filing for Q3 2017, filed 1 Nov 2017.