FGC
LSI

Financial Gravity Companies’s Life Storage, Inc. LSI Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$11K Buy
+161
New +$10.2K 0.01% 582
2018
Q1 		$42K Buy
716
+135
+23% +$7.37K 0.04% 357
2017
Q4 		$32K Buy
+581
New +$33.4K 0.04% 415

Other funds holding LSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Financial Gravity Companies's LSI Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Life Storage, Inc. (LSI) in Q4 2018: 161 shares worth $11K. The stake represents 0.01% of the portfolio and ranks #582 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in LSI as recently as Q1 2018.

Financial Gravity Companies first reported a position in LSI in Q4 2017 and has held it in 3 quarters since. The position peaked at $42K in Q1 2018. 292 funds tracked by Wall St. Rank hold LSI as of Q4 2018.

  • Financial Gravity Companies held 161 shares of Life Storage, Inc. worth $11K as of Q4 2018.
  • Life Storage, Inc. was a new Financial Gravity Companies position in Q4 2018.
  • Life Storage, Inc. made up 0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #582 holding.
  • Financial Gravity Companies first reported a position in Life Storage, Inc. in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Life Storage, Inc. position peaked at $42K in Q1 2018.
  • 292 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.