Rowland Carmichael Advisors’s Life Storage, Inc. LSI Stock Holding History

Rowland Carmichael Advisors’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 Q3	–	Sell	-4,500	Closed	-$292K	–	366
2018 Q2	$292K	Hold	4,500	–	–	0.12%	195
2018 Q1	$251K	Hold	4,500	–	–	0.14%	204
2017 Q4	$267K	Hold	4,500	–	–	0.14%	199
2017 Q3	$245K	Sell	4,500 -4,350	-49%	-$218K	0.14%	201
2017 Q2	$437K	Hold	8,850	–	–	0.25%	124
2017 Q1	$485K	Hold	8,850	–	–	0.29%	111
2016 Q4	$503K	Hold	8,850	–	–	0.3%	110
2016 Q3	$525K	Buy	+8,850	New	+$566K	0.33%	98

Other funds holding LSI

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Rowland Carmichael Advisors's LSI Position: Q3 2018 in Review

Rowland Carmichael Advisors sold out of Life Storage, Inc. (LSI) in Q3 2018, closing a stake of 4,500 shares — an estimated $292K sold.

Rowland Carmichael Advisors first reported a position in LSI in Q3 2016 and held it in 8 quarters. The position peaked at $525K in Q3 2016. 283 funds tracked by Wall St. Rank hold LSI as of Q3 2018.

Rowland Carmichael Advisors reported no remaining Life Storage, Inc. position as of Q3 2018 after selling out during the quarter.
Rowland Carmichael Advisors sold 4,500 Life Storage, Inc. shares in Q3 2018, an estimated $292K.
Rowland Carmichael Advisors first reported a position in Life Storage, Inc. in Q3 2016 and held it in 8 quarters.
Rowland Carmichael Advisors's Life Storage, Inc. position peaked at $525K in Q3 2016.
283 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2018.

Based on Rowland Carmichael Advisors's 13F filing for Q3 2018, filed 10 Feb 2020.