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

Concert Wealth 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
2016 Q2	–	Sell	-15,900	Closed	-$1.25M	–	746
2016 Q1	$1.25M	Buy	+15,900	New	+$1.16M	0.17%	161
2015 Q3	–	Sell	-15,957	Closed	-$987K	–	193
2015 Q2	$925K	Buy	+15,957	New	+$955K	0.12%	222
2015 Q1	–	Hold	0	–	–	–	477
2014 Q4	–	Hold	0	–	–	–	191
2014 Q3	–	Hold	0	–	–	–	181
2014 Q2	–	Sell	-15,788	Closed	-$799K	–	181
2014 Q1	$765K	Buy	+15,788	New	+$736K	0.1%	187
2013 Q3	–	Hold	0	–	–	–	169
2013 Q2	–	Hold	0	–	–	–	174

Other funds holding LSI

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Concert Wealth Management's LSI Position: Q2 2016 in Review

Concert Wealth Management sold out of Life Storage, Inc. (LSI) in Q2 2016, closing a stake of 15,900 shares — an estimated $1.25M sold.

Concert Wealth Management first reported a position in LSI in Q1 2014 and held it in 3 quarters. The position peaked at $1.25M in Q1 2016. 298 funds tracked by Wall St. Rank hold LSI as of Q2 2016.

Concert Wealth Management reported no remaining Life Storage, Inc. position as of Q2 2016 after selling out during the quarter.
Concert Wealth Management sold 15,900 Life Storage, Inc. shares in Q2 2016, an estimated $1.25M.
Concert Wealth Management first reported a position in Life Storage, Inc. in Q1 2014 and held it in 3 quarters.
Concert Wealth Management's Life Storage, Inc. position peaked at $1.25M in Q1 2016.
298 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q2 2016.

Based on Concert Wealth Management's 13F filing for Q2 2016, filed 28 Jul 2016.