CFA
LSI

CT Financial Advisors’s Life Storage, Inc. LSI Stock Holding History

CT Financial Advisors’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
Q1 		$41.1K Hold
750
– – 0.03% 293
2016
Q4 		$42.6K Hold
750
– – 0.03% 288
2016
Q3 		$44.5K Hold
750
– – 0.03% 281
2016
Q2 		$52.5K Hold
750
– – 0.03% 258
2016
Q1 		$59K Hold
750
– – 0.03% 272
2015
Q4 		$53.7K Hold
750
– – 0.03% 286
2015
Q3 		$47.1K Hold
750
– – 0.03% 301
2015
Q2 		$43.5K Hold
750
– – 0.02% 316
2015
Q1 		$47K Hold
750
– – 0.03% 316
2014
Q4 		$43.6K Buy
+750
New +$41.7K 0.03% 254
2014
Q1 		$47K Buy
+750
New +$35K 0.03% 316

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

CT Financial Advisors's LSI Position: Q1 2017 in Review

CT Financial Advisors held its Life Storage, Inc. (LSI) position steady in Q1 2017 at 750 shares worth $41.1K. The position accounts for 0.03% of the portfolio, ranked #293.

CT Financial Advisors first reported a position in LSI in Q1 2014 and has held it in 11 quarters since. The position peaked at $59K in Q1 2016. 279 funds tracked by Wall St. Rank hold LSI as of Q1 2017.

  • CT Financial Advisors held 750 shares of Life Storage, Inc. worth $41.1K as of Q1 2017.
  • CT Financial Advisors left its Life Storage, Inc. share count unchanged in Q1 2017.
  • Life Storage, Inc. made up 0.03% of CT Financial Advisors's portfolio in Q1 2017, its #293 holding.
  • CT Financial Advisors first reported a position in Life Storage, Inc. in Q1 2014 and has held it in 11 quarters since.
  • CT Financial Advisors's Life Storage, Inc. position peaked at $59K in Q1 2016.
  • 279 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.