JFA
LSI

JNBA Financial Advisors’s Life Storage, Inc. LSI Stock Holding History

JNBA Financial 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
2016
Q4 		– Sell
-375
Closed -$22K – 1441
2016
Q3 		$22K Buy
+375
New +$24K ﹤0.01% 782

Other funds holding LSI

Vanguard Group
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JNBA Financial Advisors's LSI Position: Q4 2016 in Review

JNBA Financial Advisors sold out of Life Storage, Inc. (LSI) in Q4 2016, closing a stake of 375 shares — an estimated $22K sold.

JNBA Financial Advisors first reported a position in LSI in Q3 2016 and held it in 1 quarter. The position peaked at $22K in Q3 2016. 299 funds tracked by Wall St. Rank hold LSI as of Q4 2016.

  • JNBA Financial Advisors reported no remaining Life Storage, Inc. position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 375 Life Storage, Inc. shares in Q4 2016, an estimated $22K.
  • JNBA Financial Advisors first reported a position in Life Storage, Inc. in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's Life Storage, Inc. position peaked at $22K in Q3 2016.
  • 299 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.