Integrated Wealth Management (Palm Desert)’s Life Storage, Inc. LSI Stock Holding History

Integrated Wealth Management (Palm Desert)’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	-32	Closed	-$2K	–	1086
2016 Q3	$2K	Hold	32	–	–	﹤0.01%	1100
2016 Q2	$2K	Hold	32	–	–	﹤0.01%	1111
2016 Q1	$2K	Hold	32	–	–	﹤0.01%	1040
2015 Q4	$2K	Hold	32	–	–	﹤0.01%	1122
2015 Q3	$2K	Hold	32	–	–	﹤0.01%	1139
2015 Q2	$2K	Hold	32	–	–	﹤0.01%	1168
2015 Q1	$1K	Buy	+32	New	+$1.99K	﹤0.01%	1232

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 $2.81B AUM 16.57% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert)'s LSI Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Life Storage, Inc. (LSI) in Q4 2016, closing a stake of 32 shares — an estimated $2K sold.

Integrated Wealth Management (Palm Desert) first reported a position in LSI in Q1 2015 and held it in 7 quarters. The position peaked at $2K in Q3 2016. 299 funds tracked by Wall St. Rank hold LSI as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Life Storage, Inc. position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 32 Life Storage, Inc. shares in Q4 2016, an estimated $2K.
Integrated Wealth Management (Palm Desert) first reported a position in Life Storage, Inc. in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Life Storage, Inc. position peaked at $2K in Q3 2016.
299 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.