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

Globeflex Capital’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
2016 Q4	–	Sell	-13,040	Closed	-$773K	–	553
2016 Q3	$773K	Buy	+13,040	New	+$834K	0.19%	194
2016 Q1	–	Sell	-4,871	Closed	-$348K	–	505
2015 Q4	$348K	Sell	4,871 -16,002	-77%	-$1.07M	0.09%	268
2015 Q3	$1.31M	Hold	20,873	–	–	0.28%	100
2015 Q2	$1.21M	Sell	20,873 -19	-0.1%	-$1.14K	0.22%	166
2015 Q1	$1.31M	Sell	20,892 -27,107	-56%	-$1.68M	0.25%	150
2014 Q4	$2.79M	Sell	47,999 -10	-0%	-$557	0.54%	32
2014 Q3	$2.38M	Sell	48,009 -1,223	-2%	-$62.8K	0.27%	119
2014 Q2	$2.54M	Buy	49,232 +3,410	+7%	+$173K	0.28%	124
2014 Q1	$2.24M	Buy	45,822 +17,313	+61%	+$808K	0.26%	126
2013 Q4	$1.24M	Buy	28,509 +1,818	+7%	+$85.7K	0.15%	175
2013 Q3	$1.35M	Buy	+26,691	New	+$1.25M	0.17%	165

Other funds holding LSI

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

SCRM

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

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Globeflex Capital's LSI Position: Q4 2016 in Review

Globeflex Capital sold out of Life Storage, Inc. (LSI) in Q4 2016, closing a stake of 13,040 shares — an estimated $773K sold.

Globeflex Capital first reported a position in LSI in Q3 2013 and held it in 11 quarters. The position peaked at $2.79M in Q4 2014. 299 funds tracked by Wall St. Rank hold LSI as of Q4 2016.

Globeflex Capital reported no remaining Life Storage, Inc. position as of Q4 2016 after selling out during the quarter.
Globeflex Capital sold 13,040 Life Storage, Inc. shares in Q4 2016, an estimated $773K.
Globeflex Capital first reported a position in Life Storage, Inc. in Q3 2013 and held it in 11 quarters.
Globeflex Capital's Life Storage, Inc. position peaked at $2.79M in Q4 2014.
299 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q4 2016.

Based on Globeflex Capital's 13F filing for Q4 2016, filed 13 Feb 2017.