CAM
LSI

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

Capstone Asset 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
Q2 		$420K Buy
8,510
+285
+3% +$14.8K 0.01% 1020
2017
Q1 		$450K Buy
8,225
+690
+9% +$38.6K 0.01% 988
2016
Q4 		$428K Sell
7,535
-585
-7% -$32.4K 0.01% 1048
2016
Q3 		$481K Buy
8,120
+60
+0.7% +$3.84K 0.01% 983
2016
Q2 		$564K Buy
8,060
+2,955
+58% +$215K 0.02% 845
2016
Q1 		$401K Buy
5,105
+861
+20% +$62.7K 0.01% 1059
2015
Q4 		$304K Sell
4,244
-855
-17% -$57.2K 0.01% 1258
2015
Q3 		$321K Sell
5,099
-12,315
-71% -$762K 0.01% 1187
2015
Q2 		$1.01M Sell
17,414
-11,430
-40% -$684K 0.03% 578
2015
Q1 		$1.81M Buy
28,844
+2,580
+10% +$160K 0.05% 426
2014
Q4 		$1.53M Buy
26,264
+1,170
+5% +$65.1K 0.04% 466
2014
Q3 		$1.24M Buy
25,094
+990
+4% +$50.8K 0.04% 490
2014
Q2 		$1.24M Buy
24,104
+4,104
+21% +$208K 0.04% 512
2014
Q1 		$979K Sell
20,000
-795
-4% -$37.1K 0.03% 624
2013
Q4 		$903K Sell
20,795
-3,796
-15% -$179K 0.03% 703
2013
Q3 		$1.24M Buy
24,591
+1,320
+6% +$61.9K 0.03% 649
2013
Q2 		$1M Buy
+23,271
New +$1.03M 0.03% 706

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Capstone Asset Management's LSI Position: Q2 2017 in Review

Capstone Asset Management increased its Life Storage, Inc. (LSI) stake by 3.5% in Q2 2017, buying an estimated $14.8K and bringing the position to 8,510 shares worth $420K. The position accounts for 0.01% of the portfolio, ranked #1020.

Capstone Asset Management first reported a position in LSI in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.81M in Q1 2015. 264 funds tracked by Wall St. Rank hold LSI as of Q2 2017.

  • Capstone Asset Management held 8,510 shares of Life Storage, Inc. worth $420K as of Q2 2017.
  • Capstone Asset Management bought 285 Life Storage, Inc. shares in Q2 2017, an estimated $14.8K.
  • Life Storage, Inc. made up 0.01% of Capstone Asset Management's portfolio in Q2 2017, its #1020 holding.
  • Capstone Asset Management first reported a position in Life Storage, Inc. in Q2 2013 and has held it in 17 quarters since.
  • Capstone Asset Management's Life Storage, Inc. position peaked at $1.81M in Q1 2015.
  • 264 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q2 2017.

Based on Capstone Asset Management's 13F filing for Q2 2017, filed 10 Jul 2017.