EWM
LSI

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

Evercore 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
2015
Q3 		– Sell
-156
Closed -$9K – 1066
2015
Q2 		$9K Buy
+156
New +$9.34K ﹤0.01% 935

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BIT
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evercore Wealth Management's LSI Position: Q3 2015 in Review

Evercore Wealth Management sold out of Life Storage, Inc. (LSI) in Q3 2015, closing a stake of 156 shares — an estimated $9K sold.

Evercore Wealth Management first reported a position in LSI in Q2 2015 and held it in 1 quarter. The position peaked at $9K in Q2 2015. 255 funds tracked by Wall St. Rank hold LSI as of Q3 2015.

  • Evercore Wealth Management reported no remaining Life Storage, Inc. position as of Q3 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 156 Life Storage, Inc. shares in Q3 2015, an estimated $9K.
  • Evercore Wealth Management first reported a position in Life Storage, Inc. in Q2 2015 and held it in 1 quarter.
  • Evercore Wealth Management's Life Storage, Inc. position peaked at $9K in Q2 2015.
  • 255 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2015.

Based on Evercore Wealth Management's 13F filing for Q3 2015, filed 16 Nov 2015.