LWMT
LSI

Legacy Wealth Management (Tennessee)’s Life Storage, Inc. LSI Stock Holding History

Legacy Wealth Management (Tennessee)’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
Q1 		– Sell
-90
Closed -$5.12K – 70
2016
Q4 		$5.12K Buy
+90
New +$4.99K ﹤0.01% 59

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SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Legacy Wealth Management (Tennessee)'s LSI Position: Q1 2017 in Review

Legacy Wealth Management (Tennessee) sold out of Life Storage, Inc. (LSI) in Q1 2017, closing a stake of 90 shares — an estimated $5.12K sold.

Legacy Wealth Management (Tennessee) first reported a position in LSI in Q4 2016 and held it in 1 quarter. The position peaked at $5.12K in Q4 2016. 279 funds tracked by Wall St. Rank hold LSI as of Q1 2017.

  • Legacy Wealth Management (Tennessee) reported no remaining Life Storage, Inc. position as of Q1 2017 after selling out during the quarter.
  • Legacy Wealth Management (Tennessee) sold 90 Life Storage, Inc. shares in Q1 2017, an estimated $5.12K.
  • Legacy Wealth Management (Tennessee) first reported a position in Life Storage, Inc. in Q4 2016 and held it in 1 quarter.
  • Legacy Wealth Management (Tennessee)'s Life Storage, Inc. position peaked at $5.12K in Q4 2016.
  • 279 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q1 2017.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q1 2017, filed 19 Apr 2017.