GC
LSI

Grimes & Company’s Life Storage, Inc. LSI Stock Holding History

Grimes & Company’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
Q3 		– Sell
-3,330
Closed -$233K – 217
2016
Q2 		$233K Hold
3,330
– – 0.03% 179
2016
Q1 		$262K Hold
3,330
– – 0.03% 163
2015
Q4 		$238K Hold
3,330
– – 0.03% 173
2015
Q3 		$209K Buy
+3,330
New +$206K 0.03% 175
2015
Q2 		– Sell
-3,330
Closed -$209K – 201
2015
Q1 		$209K Buy
+3,330
New +$207K 0.05% 148

Other funds holding LSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Grimes & Company's LSI Position: Q3 2016 in Review

Grimes & Company sold out of Life Storage, Inc. (LSI) in Q3 2016, closing a stake of 3,330 shares — an estimated $233K sold.

Grimes & Company first reported a position in LSI in Q1 2015 and held it in 5 quarters. The position peaked at $262K in Q1 2016. 300 funds tracked by Wall St. Rank hold LSI as of Q3 2016.

  • Grimes & Company reported no remaining Life Storage, Inc. position as of Q3 2016 after selling out during the quarter.
  • Grimes & Company sold 3,330 Life Storage, Inc. shares in Q3 2016, an estimated $233K.
  • Grimes & Company first reported a position in Life Storage, Inc. in Q1 2015 and held it in 5 quarters.
  • Grimes & Company's Life Storage, Inc. position peaked at $262K in Q1 2016.
  • 300 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2016.

Based on Grimes & Company's 13F filing for Q3 2016, filed 24 Oct 2016.