MSI Financial Services’s Life Storage, Inc. LSI Stock Holding History

MSI Financial Services’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
2016 Q4	$199K	Buy	3,485 +116	+3%	+$6.43K	0.01%	1090
2016 Q3	$200K	Buy	3,369 +45	+1%	+$2.88K	0.01%	1055
2016 Q2	$233K	Buy	3,324 +1,669	+101%	+$121K	0.01%	951
2016 Q1	$130K	Sell	1,655 -33	-2%	-$2.4K	0.01%	1210
2015 Q4	$121K	Buy	1,688 +1,041	+161%	+$69.6K	0.01%	1191
2015 Q3	$41K	Buy	647 +9	+1%	+$557	﹤0.01%	1310
2015 Q2	$37K	Hold	638	–	–	﹤0.01%	1485
2015 Q1	$40K	Hold	638	–	–	﹤0.01%	1431
2014 Q4	$37K	Hold	638	–	–	﹤0.01%	1213
2014 Q3	$32K	Sell	638 -412	-39%	-$21.1K	﹤0.01%	1291
2014 Q2	$54K	Buy	1,050 +862	+459%	+$43.6K	0.01%	1052
2014 Q1	$9K	Sell	188 -37	-16%	-$1.73K	﹤0.01%	1805
2013 Q4	$10K	Hold	225	–	–	﹤0.01%	1707
2013 Q3	$11K	Hold	225	–	–	﹤0.01%	1424
2013 Q2	$10K	Buy	+225	New	+$9.95K	﹤0.01%	1556

Other funds holding LSI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SCRM

Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

MSI Financial Services's LSI Position: Q4 2016 in Review

MSI Financial Services increased its Life Storage, Inc. (LSI) stake by 3.4% in Q4 2016, buying an estimated $6.43K and bringing the position to 3,485 shares worth $199K. The position accounts for 0.01% of the portfolio, ranked #1090.

MSI Financial Services first reported a position in LSI in Q2 2013 and has held it in 15 quarters since. The position peaked at $233K in Q2 2016. 299 funds tracked by Wall St. Rank hold LSI as of Q4 2016.

MSI Financial Services held 3,485 shares of Life Storage, Inc. worth $199K as of Q4 2016.
MSI Financial Services bought 116 Life Storage, Inc. shares in Q4 2016, an estimated $6.43K.
Life Storage, Inc. made up 0.01% of MSI Financial Services's portfolio in Q4 2016, its #1090 holding.
MSI Financial Services first reported a position in Life Storage, Inc. in Q2 2013 and has held it in 15 quarters since.
MSI Financial Services's Life Storage, Inc. position peaked at $233K in Q2 2016.
299 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.