NIMC
LSI

NWQ Investment Management Company’s Life Storage, Inc. LSI Stock Holding History

NWQ Investment Management Company’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
Q2 		– Sell
-96,600
Closed -$5.38M – 181
2018
Q1 		$5.38M Sell
96,600
-300
-0.3% -$16.4K 0.09% 143
2017
Q4 		$5.75M Sell
96,900
-148,860
-61% -$8.56M 0.07% 159
2017
Q3 		$13.4M Buy
245,760
+1,627
+0.7% +$81.6K 0.16% 127
2017
Q2 		$12.1M Buy
244,133
+35,903
+17% +$1.86M 0.17% 128
2017
Q1 		$11.4M Buy
+208,230
New +$11.7M 0.15% 133

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

NWQ Investment Management Company's LSI Position: Q2 2018 in Review

NWQ Investment Management Company sold out of Life Storage, Inc. (LSI) in Q2 2018, closing a stake of 96,600 shares — an estimated $5.38M sold.

NWQ Investment Management Company first reported a position in LSI in Q1 2017 and held it in 5 quarters. The position peaked at $13.4M in Q3 2017. 282 funds tracked by Wall St. Rank hold LSI as of Q2 2018.

  • NWQ Investment Management Company reported no remaining Life Storage, Inc. position as of Q2 2018 after selling out during the quarter.
  • NWQ Investment Management Company sold 96,600 Life Storage, Inc. shares in Q2 2018, an estimated $5.38M.
  • NWQ Investment Management Company first reported a position in Life Storage, Inc. in Q1 2017 and held it in 5 quarters.
  • NWQ Investment Management Company's Life Storage, Inc. position peaked at $13.4M in Q3 2017.
  • 282 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q2 2018.

Based on NWQ Investment Management Company's 13F filing for Q2 2018, filed 14 Aug 2018.