KFS
LSI

Kissinger Financial Services’s Life Storage, Inc. LSI Stock Holding History

Kissinger Financial Services’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
2017
Q2 		$2.08M Sell
42,092
-1,215
-3% -$63.1K 2.07% 18
2017
Q1 		$2.37M Sell
43,307
-216
-0.5% -$12.1K 2.44% 14
2016
Q4 		$2.47M Buy
43,523
+1,494
+4% +$82.8K 2.59% 13
2016
Q3 		$2.49M Buy
+42,029
New +$2.69M 2.72% 13

Other funds holding LSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Kissinger Financial Services's LSI Position: Q2 2017 in Review

Kissinger Financial Services reduced its Life Storage, Inc. (LSI) stake by 2.8% in Q2 2017, selling an estimated $63.1K and leaving 42,092 shares worth $2.08M. The position accounts for 2.07% of the portfolio, ranked #18.

Kissinger Financial Services first reported a position in LSI in Q3 2016 and has held it in 4 quarters since. The position peaked at $2.49M in Q3 2016. 264 funds tracked by Wall St. Rank hold LSI as of Q2 2017.

  • Kissinger Financial Services held 42,092 shares of Life Storage, Inc. worth $2.08M as of Q2 2017.
  • Kissinger Financial Services sold 1,215 Life Storage, Inc. shares in Q2 2017, an estimated $63.1K.
  • Life Storage, Inc. made up 2.07% of Kissinger Financial Services's portfolio in Q2 2017, its #18 holding.
  • Kissinger Financial Services first reported a position in Life Storage, Inc. in Q3 2016 and has held it in 4 quarters since.
  • Kissinger Financial Services's Life Storage, Inc. position peaked at $2.49M in Q3 2016.
  • 264 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q2 2017.

Based on Kissinger Financial Services's 13F filing for Q2 2017, filed 11 Jul 2017.