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	–	968
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

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

SCRM

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

First Personal Financial Services's LSI Position: Q2 2018 in Review

First Personal Financial Services sold out of Life Storage, Inc. (LSI) in Q2 2018, closing a stake of 372 shares — an estimated $21K sold.

First Personal Financial Services first reported a position in LSI in Q2 2016 and held it in 7 quarters. The position peaked at $33K in Q2 2016. 282 funds tracked by Wall St. Rank hold LSI as of Q2 2018.

First Personal Financial Services reported no remaining Life Storage, Inc. position as of Q2 2018 after selling out during the quarter.
First Personal Financial Services sold 372 Life Storage, Inc. shares in Q2 2018, an estimated $21K.
First Personal Financial Services first reported a position in Life Storage, Inc. in Q2 2016 and held it in 7 quarters.
First Personal Financial Services's Life Storage, Inc. position peaked at $33K in Q2 2016.
282 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q2 2018.

Based on First Personal Financial Services's 13F filing for Q2 2018, filed 7 Aug 2018.