Jones Financial Companies
LSI

Jones Financial Companies’s Life Storage, Inc. LSI Stock Holding History

Jones Financial Companies’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
2013
Q4 		– Sell
-713
Closed -$36K – 566
2013
Q3 		$36K Hold
713
– – ﹤0.01% 346
2013
Q2 		$31K Buy
+713
New +$31.5K ﹤0.01% 385

Other funds holding LSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Jones Financial Companies's LSI Position: Q4 2013 in Review

Jones Financial Companies sold out of Life Storage, Inc. (LSI) in Q4 2013, closing a stake of 713 shares — an estimated $36K sold.

Jones Financial Companies first reported a position in LSI in Q2 2013 and held it in 2 quarters. The position peaked at $36K in Q3 2013. 211 funds tracked by Wall St. Rank hold LSI as of Q4 2013.

  • Jones Financial Companies reported no remaining Life Storage, Inc. position as of Q4 2013 after selling out during the quarter.
  • Jones Financial Companies sold 713 Life Storage, Inc. shares in Q4 2013, an estimated $36K.
  • Jones Financial Companies first reported a position in Life Storage, Inc. in Q2 2013 and held it in 2 quarters.
  • Jones Financial Companies's Life Storage, Inc. position peaked at $36K in Q3 2013.
  • 211 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q4 2013.

Based on Jones Financial Companies's 13F filing for Q4 2013, filed 14 Feb 2014.