LFA
LSI

Legacy Financial Advisors’s Life Storage, Inc. LSI Stock Holding History

Legacy Financial Advisors’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
2019
Q2 		– Sell
-197
Closed -$13K – 962
2019
Q1 		$13K Hold
197
– – ﹤0.01% 571
2018
Q4 		$12K Buy
197
+60
+44% +$3.8K ﹤0.01% 526
2018
Q3 		$8K Hold
137
– – ﹤0.01% 595
2018
Q2 		$9K Hold
137
– – ﹤0.01% 566
2018
Q1 		$7K Buy
137
+63
+85% +$3.44K ﹤0.01% 589
2017
Q4 		$4K Buy
+74
New +$4.25K ﹤0.01% 681

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Legacy Financial Advisors's LSI Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Life Storage, Inc. (LSI) in Q2 2019, closing a stake of 197 shares — an estimated $13K sold.

Legacy Financial Advisors first reported a position in LSI in Q4 2017 and held it in 6 quarters. The position peaked at $13K in Q1 2019. 302 funds tracked by Wall St. Rank hold LSI as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Life Storage, Inc. position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 197 Life Storage, Inc. shares in Q2 2019, an estimated $13K.
  • Legacy Financial Advisors first reported a position in Life Storage, Inc. in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Life Storage, Inc. position peaked at $13K in Q1 2019.
  • 302 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.