KCM
LSI

KeyPoint Capital Management’s Life Storage, Inc. LSI Stock Holding History

KeyPoint Capital Management’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
2015
Q4 		– Sell
-57,596
Closed -$3.62M – 33
2015
Q3 		$3.62M Buy
57,596
+10,500
+22% +$649K 5.45% 5
2015
Q2 		$2.73M Buy
47,096
+7,500
+19% +$449K 4.24% 11
2015
Q1 		$2.48M Sell
39,596
-5,404
-12% -$336K 3.75% 15
2014
Q4 		$2.62M Buy
+45,000
New +$2.5M 3.1% 18

Other funds holding LSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

KeyPoint Capital Management's LSI Position: Q4 2015 in Review

KeyPoint Capital Management sold out of Life Storage, Inc. (LSI) in Q4 2015, closing a stake of 57,596 shares — an estimated $3.62M sold.

KeyPoint Capital Management first reported a position in LSI in Q4 2014 and held it in 4 quarters. The position peaked at $3.62M in Q3 2015. 259 funds tracked by Wall St. Rank hold LSI as of Q4 2015.

  • KeyPoint Capital Management reported no remaining Life Storage, Inc. position as of Q4 2015 after selling out during the quarter.
  • KeyPoint Capital Management sold 57,596 Life Storage, Inc. shares in Q4 2015, an estimated $3.62M.
  • KeyPoint Capital Management first reported a position in Life Storage, Inc. in Q4 2014 and held it in 4 quarters.
  • KeyPoint Capital Management's Life Storage, Inc. position peaked at $3.62M in Q3 2015.
  • 259 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q4 2015.

Based on KeyPoint Capital Management's 13F filing for Q4 2015, filed 12 Feb 2016.