OFW
LSI

Omnia Family Wealth’s Life Storage, Inc. LSI Stock Holding History

Omnia Family Wealth’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
Q2 		– Sell
-116
Closed -$6K – 748
2017
Q1 		$6K Buy
+116
New +$6.5K ﹤0.01% 358

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SCRM
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Goldman Sachs
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $580B AUM 38.23% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

Omnia Family Wealth's LSI Position: Q2 2017 in Review

Omnia Family Wealth sold out of Life Storage, Inc. (LSI) in Q2 2017, closing a stake of 116 shares — an estimated $6K sold.

Omnia Family Wealth first reported a position in LSI in Q1 2017 and held it in 1 quarter. The position peaked at $6K in Q1 2017. 264 funds tracked by Wall St. Rank hold LSI as of Q2 2017.

  • Omnia Family Wealth reported no remaining Life Storage, Inc. position as of Q2 2017 after selling out during the quarter.
  • Omnia Family Wealth sold 116 Life Storage, Inc. shares in Q2 2017, an estimated $6K.
  • Omnia Family Wealth first reported a position in Life Storage, Inc. in Q1 2017 and held it in 1 quarter.
  • Omnia Family Wealth's Life Storage, Inc. position peaked at $6K in Q1 2017.
  • 264 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q2 2017.

Based on Omnia Family Wealth's 13F filing for Q2 2017, filed 10 Aug 2017.