KC
LSI

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

KRV Capital’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
Q3 		– Sell
-225,000
Closed -$11.1M – 13
2017
Q2 		$11.1M Sell
225,000
-154,122
-41% -$8M 4.36% 11
2017
Q1 		$20.8M Buy
379,122
+4,123
+1% +$231K 6.84% 5
2016
Q4 		$21.3M Sell
374,999
-7,501
-2% -$416K 6.66% 3
2016
Q3 		$22.7M Buy
382,500
+207,016
+118% +$13.2M 7.7% 1
2016
Q2 		$12.3M Buy
+175,484
New +$12.7M 5.02% 5

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KRV Capital's LSI Position: Q3 2017 in Review

KRV Capital sold out of Life Storage, Inc. (LSI) in Q3 2017, closing a stake of 225,000 shares — an estimated $11.1M sold.

KRV Capital first reported a position in LSI in Q2 2016 and held it in 5 quarters. The position peaked at $22.7M in Q3 2016. 246 funds tracked by Wall St. Rank hold LSI as of Q3 2017.

  • KRV Capital reported no remaining Life Storage, Inc. position as of Q3 2017 after selling out during the quarter.
  • KRV Capital sold 225,000 Life Storage, Inc. shares in Q3 2017, an estimated $11.1M.
  • KRV Capital first reported a position in Life Storage, Inc. in Q2 2016 and held it in 5 quarters.
  • KRV Capital's Life Storage, Inc. position peaked at $22.7M in Q3 2016.
  • 246 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2017.

Based on KRV Capital's 13F filing for Q3 2017.