FMT
LSI

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

First Mercantile Trust's LSI Position: Q2 2017 in Review

First Mercantile Trust sold out of Life Storage, Inc. (LSI) in Q2 2017, closing a stake of 570 shares — an estimated $31K sold.

First Mercantile Trust first reported a position in LSI in Q2 2013 and held it in 16 quarters. The position peaked at $274K in Q1 2016. 264 funds tracked by Wall St. Rank hold LSI as of Q2 2017.

  • First Mercantile Trust reported no remaining Life Storage, Inc. position as of Q2 2017 after selling out during the quarter.
  • First Mercantile Trust sold 570 Life Storage, Inc. shares in Q2 2017, an estimated $31K.
  • First Mercantile Trust first reported a position in Life Storage, Inc. in Q2 2013 and held it in 16 quarters.
  • First Mercantile Trust's Life Storage, Inc. position peaked at $274K in Q1 2016.
  • 264 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q2 2017.

Based on First Mercantile Trust's 13F filing for Q2 2017, filed 2 Aug 2017.