Mount Yale Investment Advisors
LSI

Mount Yale Investment Advisors’s Life Storage, Inc. LSI Stock Holding History

Mount Yale Investment 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
2018
Q4 		– Sell
-329
Closed -$21K – 835
2018
Q3 		$21K Buy
+329
New +$21.3K ﹤0.01% 775

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BlackRock
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Massachusetts Financial Services
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State Street
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Mount Yale Investment Advisors's LSI Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of Life Storage, Inc. (LSI) in Q4 2018, closing a stake of 329 shares — an estimated $21K sold.

Mount Yale Investment Advisors first reported a position in LSI in Q3 2018 and held it in 1 quarter. The position peaked at $21K in Q3 2018. 292 funds tracked by Wall St. Rank hold LSI as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Life Storage, Inc. position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 329 Life Storage, Inc. shares in Q4 2018, an estimated $21K.
  • Mount Yale Investment Advisors first reported a position in Life Storage, Inc. in Q3 2018 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Life Storage, Inc. position peaked at $21K in Q3 2018.
  • 292 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.