MWPCG
LSI

Measured Wealth Private Client Group’s Life Storage, Inc. LSI Stock Holding History

Measured Wealth Private Client Group’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
2018
Q4 		– Sell
-570
Closed -$36K – 756
2018
Q3 		$36K Buy
+570
New +$36.9K 0.02% 424

Other funds holding LSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Measured Wealth Private Client Group's LSI Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Life Storage, Inc. (LSI) in Q4 2018, closing a stake of 570 shares — an estimated $36K sold.

Measured Wealth Private Client Group first reported a position in LSI in Q3 2018 and held it in 1 quarter. The position peaked at $36K in Q3 2018. 292 funds tracked by Wall St. Rank hold LSI as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Life Storage, Inc. position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 570 Life Storage, Inc. shares in Q4 2018, an estimated $36K.
  • Measured Wealth Private Client Group first reported a position in Life Storage, Inc. in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Life Storage, Inc. position peaked at $36K in Q3 2018.
  • 292 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.