PWM
LSI

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

Perigon 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
2017
Q3 		– Sell
-4,725
Closed -$233K – 735
2017
Q2 		$233K Buy
4,725
+1,200
+34% +$62.3K 0.05% 240
2017
Q1 		$193K Buy
+3,525
New +$197K 0.04% 257

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
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Perigon Wealth Management's LSI Position: Q3 2017 in Review

Perigon Wealth Management sold out of Life Storage, Inc. (LSI) in Q3 2017, closing a stake of 4,725 shares — an estimated $233K sold.

Perigon Wealth Management first reported a position in LSI in Q1 2017 and held it in 2 quarters. The position peaked at $233K in Q2 2017. 246 funds tracked by Wall St. Rank hold LSI as of Q3 2017.

  • Perigon Wealth Management reported no remaining Life Storage, Inc. position as of Q3 2017 after selling out during the quarter.
  • Perigon Wealth Management sold 4,725 Life Storage, Inc. shares in Q3 2017, an estimated $233K.
  • Perigon Wealth Management first reported a position in Life Storage, Inc. in Q1 2017 and held it in 2 quarters.
  • Perigon Wealth Management's Life Storage, Inc. position peaked at $233K in Q2 2017.
  • 246 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2017.

Based on Perigon Wealth Management's 13F filing for Q3 2017, filed 5 Dec 2017.