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

Other funds holding LSI

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

SCRM

Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

Sigma Planning Corp's LSI Position: Q4 2016 in Review

Sigma Planning Corp sold out of Life Storage, Inc. (LSI) in Q4 2016, closing a stake of 3,663 shares — an estimated $217K sold.

Sigma Planning Corp first reported a position in LSI in Q4 2014 and held it in 7 quarters. The position peaked at $562K in Q4 2015. 299 funds tracked by Wall St. Rank hold LSI as of Q4 2016.

Sigma Planning Corp reported no remaining Life Storage, Inc. position as of Q4 2016 after selling out during the quarter.
Sigma Planning Corp sold 3,663 Life Storage, Inc. shares in Q4 2016, an estimated $217K.
Sigma Planning Corp first reported a position in Life Storage, Inc. in Q4 2014 and held it in 7 quarters.
Sigma Planning Corp's Life Storage, Inc. position peaked at $562K in Q4 2015.
299 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q4 2016.

Based on Sigma Planning Corp's 13F filing for Q4 2016, filed 23 Jan 2017.