FPFS
LSI

First Personal Financial Services’s Life Storage, Inc. LSI Stock Holding History

First Personal Financial 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
2018
Q2 		– Sell
-372
Closed -$21K – 975
2018
Q1 		$21K Buy
+372
New +$20.3K ﹤0.01% 627
2017
Q4 		– Sell
-318
Closed -$17K – 1013
2017
Q3 		$17K Hold
318
– – ﹤0.01% 621
2017
Q2 		$16K Sell
318
-201
-39% -$10.4K ﹤0.01% 625
2017
Q1 		$28K Hold
519
– – 0.01% 515
2016
Q4 		$29K Buy
519
+13
+3% +$721 0.01% 481
2016
Q3 		$30K Buy
506
+38
+8% +$2.43K 0.01% 367
2016
Q2 		$33K Buy
+468
New +$34K 0.01% 343

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Massachusetts Financial Services
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State Street
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $761B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return