IOOF
LSI

Independent Order of Foresters’s Life Storage, Inc. LSI Stock Holding History

Independent Order of Foresters’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
-47,270
Closed -$2.63M – 90
2018
Q1 		$2.63M Sell
47,270
-3,000
-6% -$164K 2.43% 14
2017
Q4 		$2.98M Sell
50,270
-23,944
-32% -$1.38M 2.64% 13
2017
Q3 		$4.05M Sell
74,214
-4,950
-6% -$248K 3.34% 6
2017
Q2 		$3.91M Buy
79,164
+13,800
+21% +$717K 3.25% 9
2017
Q1 		$3.58M Sell
65,364
-3,900
-6% -$218K 3.06% 10
2016
Q4 		$3.94M Buy
69,264
+9,450
+16% +$524K 3.32% 7
2016
Q3 		$3.54M Buy
59,814
+11,130
+23% +$712K 2.9% 9
2016
Q2 		$3.4M Buy
48,684
+37,455
+334% +$2.72M 2.52% 13
2016
Q1 		$883K Hold
11,229
– – 0.67% 38
2015
Q4 		$803K Buy
11,229
+4,500
+67% +$301K 0.63% 38
2015
Q3 		$423K Buy
6,729
+3,000
+80% +$186K 0.36% 61
2015
Q2 		$216K Sell
3,729
-4,500
-55% -$269K 0.21% 82
2015
Q1 		$515K Sell
8,229
-5,250
-39% -$326K 0.48% 55
2014
Q4 		$784K Sell
13,479
-1,800
-12% -$100K 0.81% 31
2014
Q3 		$758K Hold
15,279
– – 0.76% 31
2014
Q2 		$787K Buy
15,279
+6,174
+68% +$313K 0.71% 32
2014
Q1 		$446K Hold
9,105
– – 0.41% 64
2013
Q4 		$395K Hold
9,105
– – 0.39% 65
2013
Q3 		$459K Sell
9,105
-3,300
-27% -$155K 0.45% 62
2013
Q2 		$536K Buy
+12,405
New +$548K 0.54% 54

Other funds holding LSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
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

Independent Order of Foresters's LSI Position: Q2 2018 in Review

Independent Order of Foresters sold out of Life Storage, Inc. (LSI) in Q2 2018, closing a stake of 47,270 shares — an estimated $2.63M sold.

Independent Order of Foresters first reported a position in LSI in Q2 2013 and held it in 20 quarters. The position peaked at $4.05M in Q3 2017. 282 funds tracked by Wall St. Rank hold LSI as of Q2 2018.

  • Independent Order of Foresters reported no remaining Life Storage, Inc. position as of Q2 2018 after selling out during the quarter.
  • Independent Order of Foresters sold 47,270 Life Storage, Inc. shares in Q2 2018, an estimated $2.63M.
  • Independent Order of Foresters first reported a position in Life Storage, Inc. in Q2 2013 and held it in 20 quarters.
  • Independent Order of Foresters's Life Storage, Inc. position peaked at $4.05M in Q3 2017.
  • 282 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q2 2018.

Based on Independent Order of Foresters's 13F filing for Q2 2018, filed 31 Jul 2018.