RJA
LSI

Robshaw & Julian Associates’s Life Storage, Inc. LSI Stock Holding History

Robshaw & Julian Associates’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 		$3.48M Buy
70,403
+750
+1% +$38.9K 2.49% 20
2017
Q1 		$3.81M Buy
69,653
+8
+0% +$448 2.75% 17
2016
Q4 		$3.96M Sell
69,645
-938
-1% -$52K 2.93% 16
2016
Q3 		$4.18M Buy
70,583
+26,070
+59% +$1.67M 3.11% 14
2016
Q2 		$3.11M Buy
44,513
+12,315
+38% +$894K 2.38% 21
2016
Q1 		$2.53M Buy
32,198
+4,800
+18% +$349K 1.91% 27
2015
Q4 		$1.96M Sell
27,398
-1,275
-4% -$85.3K 1.52% 28
2015
Q3 		$1.8M Buy
28,673
+2,085
+8% +$129K 1.52% 30
2015
Q2 		$1.54M Buy
26,588
+975
+4% +$58.4K 1.18% 30
2015
Q1 		$1.61M Sell
25,613
-862
-3% -$53.5K 1.21% 30
2014
Q4 		$1.54M Sell
26,475
-263
-1% -$14.6K 1.21% 27
2014
Q3 		$1.32M Buy
26,738
+23
+0.1% +$1.18K 1.05% 31
2014
Q2 		$1.38M Buy
+26,715
New +$1.35M 1.06% 34

Other funds holding LSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Robshaw & Julian Associates's LSI Position: Q2 2017 in Review

Robshaw & Julian Associates increased its Life Storage, Inc. (LSI) stake by 1.1% in Q2 2017, buying an estimated $38.9K and bringing the position to 70,403 shares worth $3.48M. The position accounts for 2.49% of the portfolio, ranked #20.

Robshaw & Julian Associates first reported a position in LSI in Q2 2014 and has held it in 13 quarters since. The position peaked at $4.18M in Q3 2016. 264 funds tracked by Wall St. Rank hold LSI as of Q2 2017.

  • Robshaw & Julian Associates held 70,403 shares of Life Storage, Inc. worth $3.48M as of Q2 2017.
  • Robshaw & Julian Associates bought 750 Life Storage, Inc. shares in Q2 2017, an estimated $38.9K.
  • Life Storage, Inc. made up 2.49% of Robshaw & Julian Associates's portfolio in Q2 2017, its #20 holding.
  • Robshaw & Julian Associates first reported a position in Life Storage, Inc. in Q2 2014 and has held it in 13 quarters since.
  • Robshaw & Julian Associates's Life Storage, Inc. position peaked at $4.18M in Q3 2016.
  • 264 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q2 2017.

Based on Robshaw & Julian Associates's 13F filing for Q2 2017, filed 3 Aug 2017.