Genovese Burford & Brothers Wealth & Retirement Plan Management’s Life Storage, Inc. LSI Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan Management’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 Q3	–	Sell	-83	Closed	-$5K	–	402
2018 Q2	$5K	Hold	83	–	–	﹤0.01%	363
2018 Q1	$5K	Buy	+83	New	+$4.53K	﹤0.01%	369

Other funds holding LSI

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's LSI Position: Q3 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Life Storage, Inc. (LSI) in Q3 2018, closing a stake of 83 shares — an estimated $5K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in LSI in Q1 2018 and held it in 2 quarters. The position peaked at $5K in Q2 2018. 283 funds tracked by Wall St. Rank hold LSI as of Q3 2018.

Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Life Storage, Inc. position as of Q3 2018 after selling out during the quarter.
Genovese Burford & Brothers Wealth & Retirement Plan Management sold 83 Life Storage, Inc. shares in Q3 2018, an estimated $5K.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Life Storage, Inc. in Q1 2018 and held it in 2 quarters.
Genovese Burford & Brothers Wealth & Retirement Plan Management's Life Storage, Inc. position peaked at $5K in Q2 2018.
283 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2018, filed 13 Nov 2018.