PWM
LSI

Paulson Wealth Management’s Life Storage, Inc. LSI Stock Holding History

Paulson Wealth Management’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
Q1 		– Sell
-26
Closed -$2K – 555
2017
Q4 		$2K Buy
+26
New +$1.5K ﹤0.01% 564

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SCRM
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Massachusetts Financial Services
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State Street
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Wellington Management Group
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Goldman Sachs
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Paulson Wealth Management's LSI Position: Q1 2018 in Review

Paulson Wealth Management sold out of Life Storage, Inc. (LSI) in Q1 2018, closing a stake of 26 shares — an estimated $2K sold.

Paulson Wealth Management first reported a position in LSI in Q4 2017 and held it in 1 quarter. The position peaked at $2K in Q4 2017. 266 funds tracked by Wall St. Rank hold LSI as of Q1 2018.

  • Paulson Wealth Management reported no remaining Life Storage, Inc. position as of Q1 2018 after selling out during the quarter.
  • Paulson Wealth Management sold 26 Life Storage, Inc. shares in Q1 2018, an estimated $2K.
  • Paulson Wealth Management first reported a position in Life Storage, Inc. in Q4 2017 and held it in 1 quarter.
  • Paulson Wealth Management's Life Storage, Inc. position peaked at $2K in Q4 2017.
  • 266 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q1 2018.

Based on Paulson Wealth Management's 13F filing for Q1 2018, filed 2 May 2018.