Gideon Capital Advisors’s Life Storage, Inc. LSI Stock Holding History

Gideon Capital Advisors’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
2019 Q1	–	Sell	-8,193	Closed	-$508K	–	544
2018 Q4	$508K	Buy	8,193 +4,348	+113%	+$276K	0.21%	150
2018 Q3	$244K	Sell	3,845 -960	-20%	-$62.2K	0.11%	278
2018 Q2	$312K	Buy	+4,805	New	+$290K	0.16%	248
2016 Q3	–	Sell	-14,991	Closed	-$1.05M	–	294
2016 Q2	$1.05M	Buy	+14,991	New	+$1.09M	0.61%	54

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

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

SCRM

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

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

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Gideon Capital Advisors's LSI Position: Q1 2019 in Review

Gideon Capital Advisors sold out of Life Storage, Inc. (LSI) in Q1 2019, closing a stake of 8,193 shares — an estimated $508K sold.

Gideon Capital Advisors first reported a position in LSI in Q2 2016 and held it in 4 quarters. The position peaked at $1.05M in Q2 2016. 306 funds tracked by Wall St. Rank hold LSI as of Q1 2019.

Gideon Capital Advisors reported no remaining Life Storage, Inc. position as of Q1 2019 after selling out during the quarter.
Gideon Capital Advisors sold 8,193 Life Storage, Inc. shares in Q1 2019, an estimated $508K.
Gideon Capital Advisors first reported a position in Life Storage, Inc. in Q2 2016 and held it in 4 quarters.
Gideon Capital Advisors's Life Storage, Inc. position peaked at $1.05M in Q2 2016.
306 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q1 2019.

Based on Gideon Capital Advisors's 13F filing for Q1 2019, filed 14 May 2019.