Private Capital Management (Minnesota)’s Life Storage, Inc. LSI Stock Holding History

Private Capital Management (Minnesota)’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	-8,700	Closed	-$430K	–	175
2017 Q2	$430K	Sell	8,700 -2,100	-19%	-$109K	0.48%	99
2017 Q1	$592K	Sell	10,800 -2,025	-16%	-$113K	0.65%	54
2016 Q4	$729K	Buy	12,825 +1,575	+14%	+$87.3K	0.82%	28
2016 Q3	$667K	Buy	11,250 +4,500	+67%	+$288K	0.7%	52
2016 Q2	$472K	Buy	6,750 +4,200	+165%	+$305K	0.47%	93
2016 Q1	$201K	Sell	2,550 -2,250	-47%	-$164K	0.18%	166
2015 Q4	$343K	Buy	+4,800	New	+$321K	0.32%	143

Other funds holding LSI

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

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Private Capital Management (Minnesota)'s LSI Position: Q3 2017 in Review

Private Capital Management (Minnesota) sold out of Life Storage, Inc. (LSI) in Q3 2017, closing a stake of 8,700 shares — an estimated $430K sold.

Private Capital Management (Minnesota) first reported a position in LSI in Q4 2015 and held it in 7 quarters. The position peaked at $729K in Q4 2016. 246 funds tracked by Wall St. Rank hold LSI as of Q3 2017.

Private Capital Management (Minnesota) reported no remaining Life Storage, Inc. position as of Q3 2017 after selling out during the quarter.
Private Capital Management (Minnesota) sold 8,700 Life Storage, Inc. shares in Q3 2017, an estimated $430K.
Private Capital Management (Minnesota) first reported a position in Life Storage, Inc. in Q4 2015 and held it in 7 quarters.
Private Capital Management (Minnesota)'s Life Storage, Inc. position peaked at $729K in Q4 2016.
246 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2017.

Based on Private Capital Management (Minnesota)'s 13F filing for Q3 2017, filed 26 Oct 2017.