SPC
LSI

Sigma Planning Corp’s Life Storage, Inc. LSI Stock Holding History

Sigma Planning Corp’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
2016
Q4 		– Sell
-3,663
Closed -$217K – 810
2016
Q3 		$217K Sell
3,663
-900
-20% -$57.6K 0.03% 625
2016
Q2 		$319K Sell
4,563
-119
-3% -$8.64K 0.04% 460
2016
Q1 		$368K Sell
4,682
-3,171
-40% -$231K 0.05% 387
2015
Q4 		$562K Buy
+7,853
New +$525K 0.08% 287
2015
Q3 		– Sell
-7,910
Closed -$458K – 761
2015
Q2 		$458K Buy
7,910
+9
+0.1% +$539 0.06% 359
2015
Q1 		$495K Sell
7,901
-34
-0.4% -$2.11K 0.07% 345
2014
Q4 		$461K Buy
+7,935
New +$442K 0.06% 348

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LIMS
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BFA
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Goldman Sachs
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State Street
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Invesco
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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return