First Allied Advisory Services’s Life Storage, Inc. LSI Stock Holding History

First Allied Advisory Services’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
2020 Q3	$202K	Buy	+2,876	New	+$195K	0.01%	1073
2020 Q1	–	Sell	-3,354	Closed	-$241K	–	1250
2019 Q4	$241K	Sell	3,354 -1,742	-34%	-$124K	0.01%	1033
2019 Q3	$358K	Sell	5,096 -1,387	-21%	-$94.3K	0.01%	812
2019 Q2	$411K	Buy	6,483 +99	+2%	+$6.36K	0.01%	750
2019 Q1	$417K	Buy	6,384 +2,271	+55%	+$146K	0.01%	732
2018 Q4	$255K	Sell	4,113 -294	-7%	-$18.6K	0.01%	849
2018 Q3	$282K	Sell	4,407 -1,272	-22%	-$82.4K	0.01%	937
2018 Q2	$368K	Sell	5,679 -47	-0.8%	-$2.84K	0.01%	798
2018 Q1	$320K	Sell	5,726 -919	-14%	-$50.2K	0.01%	837
2017 Q4	$397K	Sell	6,645 -657	-9%	-$37.8K	0.02%	747
2017 Q3	$397K	Sell	7,302 -905	-11%	-$45.4K	0.02%	701
2017 Q2	$400K	Sell	8,207 -390	-5%	-$20.3K	0.02%	701
2017 Q1	$473K	Buy	8,597 +1,004	+13%	+$56.2K	0.02%	603
2016 Q4	$432K	Buy	7,593 +837	+12%	+$46.4K	0.02%	635
2016 Q3	$401K	Sell	6,756 -1,413	-17%	-$90.4K	0.02%	636
2016 Q2	$569K	Buy	8,169 +672	+9%	+$48.8K	0.03%	507
2016 Q1	$592K	Sell	7,497 -734	-9%	-$53.4K	0.03%	497
2015 Q4	$585K	Buy	8,231 +1,530	+23%	+$102K	0.03%	519
2015 Q3	$420K	Buy	6,701 +36	+0.5%	+$2.23K	0.02%	621
2015 Q2	$386K	Buy	6,665 +141	+2%	+$8.44K	0.02%	720
2015 Q1	$406K	Sell	6,524 -75	-1%	-$4.66K	0.03%	651
2014 Q4	$383K	Sell	6,599 -223	-3%	-$12.4K	0.03%	629
2014 Q3	$335K	Sell	6,822 -204	-3%	-$10.5K	0.03%	677
2014 Q2	$363K	Hold	7,026	–	–	0.03%	639
2014 Q1	$344K	Buy	7,026 +79	+1%	+$3.69K	0.03%	663
2013 Q4	$306K	Sell	6,947 -375	-5%	-$17.7K	0.02%	654
2013 Q3	$369K	Sell	7,322 -316	-4%	-$14.8K	0.02%	653
2013 Q2	$328K	Buy	+7,638	New	+$338K	0.03%	639

Other funds holding LSI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

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

First Allied Advisory Services's LSI Position: Q3 2020 in Review

First Allied Advisory Services opened a new position in Life Storage, Inc. (LSI) in Q3 2020: 2,876 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #1073 among its holdings. This is a return to the name: First Allied Advisory Services previously reported a position in LSI as recently as Q4 2019.

First Allied Advisory Services first reported a position in LSI in Q2 2013 and has held it in 28 quarters since. The position peaked at $592K in Q1 2016. 330 funds tracked by Wall St. Rank hold LSI as of Q3 2020.

First Allied Advisory Services held 2,876 shares of Life Storage, Inc. worth $202K as of Q3 2020.
Life Storage, Inc. was a new First Allied Advisory Services position in Q3 2020.
Life Storage, Inc. made up 0.01% of First Allied Advisory Services's portfolio in Q3 2020, its #1073 holding.
First Allied Advisory Services first reported a position in Life Storage, Inc. in Q2 2013 and has held it in 28 quarters since.
First Allied Advisory Services's Life Storage, Inc. position peaked at $592K in Q1 2016.
330 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.