KCMRT
LSI

Kemper Corp Master Retirement Trust’s Life Storage, Inc. LSI Stock Holding History

Kemper Corp Master Retirement Trust’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
Q1 		– Sell
-7,575
Closed -$450K – 82
2017
Q4 		$450K Sell
7,575
-713
-9% -$41K 0.26% 63
2017
Q3 		$452K Hold
8,288
– – 0.27% 64
2017
Q2 		$409K Hold
8,288
– – 0.25% 67
2017
Q1 		$454K Sell
8,288
-487
-6% -$27.3K 0.3% 66
2016
Q4 		$499K Buy
8,775
+975
+13% +$54K 0.31% 66
2016
Q3 		$462K Buy
7,800
+3,150
+68% +$202K 0.29% 71
2016
Q2 		$325K Buy
+4,650
New +$338K 0.2% 79

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
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kemper Corp Master Retirement Trust's LSI Position: Q1 2018 in Review

Kemper Corp Master Retirement Trust sold out of Life Storage, Inc. (LSI) in Q1 2018, closing a stake of 7,575 shares — an estimated $450K sold.

Kemper Corp Master Retirement Trust first reported a position in LSI in Q2 2016 and held it in 7 quarters. The position peaked at $499K in Q4 2016. 266 funds tracked by Wall St. Rank hold LSI as of Q1 2018.

  • Kemper Corp Master Retirement Trust reported no remaining Life Storage, Inc. position as of Q1 2018 after selling out during the quarter.
  • Kemper Corp Master Retirement Trust sold 7,575 Life Storage, Inc. shares in Q1 2018, an estimated $450K.
  • Kemper Corp Master Retirement Trust first reported a position in Life Storage, Inc. in Q2 2016 and held it in 7 quarters.
  • Kemper Corp Master Retirement Trust's Life Storage, Inc. position peaked at $499K in Q4 2016.
  • 266 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q1 2018.

Based on Kemper Corp Master Retirement Trust's 13F filing for Q1 2018, filed 14 May 2018.