First Mercantile Trust’s Life Storage, Inc. LSI Stock Holding History

First Mercantile Trust’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 Q2	–	Sell	-570	Closed	-$31K	–	870
2017 Q1	$31K	Sell	570 -60	-10%	-$3.36K	﹤0.01%	801
2016 Q4	$36K	Sell	630 -15	-2%	-$831	0.01%	808
2016 Q3	$38K	Sell	645 -1,485	-70%	-$95K	0.01%	798
2016 Q2	$149K	Sell	2,130 -1,358	-39%	-$98.6K	0.02%	661
2016 Q1	$274K	Buy	3,488 +1,208	+53%	+$87.9K	0.03%	544
2015 Q4	$163K	Buy	2,280 +45	+2%	+$3.01K	0.02%	695
2015 Q3	$141K	Buy	2,235 +405	+22%	+$25K	0.01%	739
2015 Q2	$106K	Sell	1,830 -30	-2%	-$1.8K	0.01%	853
2015 Q1	$116K	Buy	1,860 +15	+0.8%	+$931	0.01%	829
2014 Q4	$107K	Sell	1,845 -105	-5%	-$5.84K	0.01%	837
2014 Q3	$97K	Buy	1,950 +780	+67%	+$40K	0.01%	895
2014 Q2	$60K	Buy	1,170 +30	+3%	+$1.52K	﹤0.01%	915
2014 Q1	$56K	Sell	1,140 -450	-28%	-$21K	﹤0.01%	1021
2013 Q4	$69K	Hold	1,590	–	–	0.01%	902
2013 Q3	$80K	Sell	1,590 -4,185	-72%	-$196K	0.01%	860
2013 Q2	$249K	Buy	+5,775	New	+$255K	0.02%	691

Other funds holding LSI

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return