DIA
LSI

Dana Investment Advisors’s Life Storage, Inc. LSI Stock Holding History

Dana Investment 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
2016
Q4 		– Sell
-36,755
Closed -$2.18M – 305
2016
Q3 		$2.18M Buy
36,755
+3,143
+9% +$201K 0.1% 141
2016
Q2 		$2.35M Buy
33,612
+8,553
+34% +$621K 0.1% 145
2016
Q1 		$1.97M Buy
25,059
+21,990
+717% +$1.6M 0.09% 137
2015
Q4 		$2.05K Sell
3,069
-23,736
-89% -$1.59M 0.1% 131
2015
Q3 		$1.69M Sell
26,805
-5,381
-17% -$333K 0.08% 133
2015
Q2 		$1.86M Buy
32,186
+8,172
+34% +$489K 0.09% 146
2015
Q1 		$1.5M Sell
24,014
-813
-3% -$50.5K 0.07% 131
2014
Q4 		$1.44M Buy
24,827
+1,121
+5% +$62.4K 0.06% 137
2014
Q3 		$1.18M Buy
23,706
+1,939
+9% +$99.5K 0.07% 138
2014
Q2 		$1.12M Buy
21,767
+206
+1% +$10.4K 0.07% 138
2014
Q1 		$1.06M Buy
21,561
+5,850
+37% +$273K 0.07% 142
2013
Q4 		$683K Buy
15,711
+4,257
+37% +$201K 0.04% 178
2013
Q3 		$578K Buy
+11,454
New +$537K 0.04% 166

Other funds holding LSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dana Investment Advisors's LSI Position: Q4 2016 in Review

Dana Investment Advisors sold out of Life Storage, Inc. (LSI) in Q4 2016, closing a stake of 36,755 shares — an estimated $2.18M sold.

Dana Investment Advisors first reported a position in LSI in Q3 2013 and held it in 13 quarters. The position peaked at $2.35M in Q2 2016. 299 funds tracked by Wall St. Rank hold LSI as of Q4 2016.

  • Dana Investment Advisors reported no remaining Life Storage, Inc. position as of Q4 2016 after selling out during the quarter.
  • Dana Investment Advisors sold 36,755 Life Storage, Inc. shares in Q4 2016, an estimated $2.18M.
  • Dana Investment Advisors first reported a position in Life Storage, Inc. in Q3 2013 and held it in 13 quarters.
  • Dana Investment Advisors's Life Storage, Inc. position peaked at $2.35M in Q2 2016.
  • 299 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q4 2016.

Based on Dana Investment Advisors's 13F filing for Q4 2016, filed 15 Feb 2017.