SI
LSI

SII Investments’s Life Storage, Inc. LSI Stock Holding History

SII Investments’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
Q1 		– Sell
-3,338
Closed -$200K – 365
2017
Q4 		$200K Buy
+3,338
New +$192K 0.02% 366
2017
Q2 		– Sell
-3,710
Closed -$201K – 638
2017
Q1 		$201K Hold
3,710
– – 0.01% 561
2016
Q4 		$214K Hold
3,710
– – 0.02% 534
2016
Q3 		$221K Buy
3,710
+597
+19% +$38.2K 0.02% 528
2016
Q2 		$214K Hold
3,113
– – 0.02% 519
2016
Q1 		$246K Sell
3,113
-2,700
-46% -$197K 0.02% 483
2015
Q4 		$416K Sell
5,813
-337
-5% -$22.5K 0.05% 282
2015
Q3 		$384K Hold
6,150
– – 0.04% 344
2015
Q2 		$358K Sell
6,150
-600
-9% -$35.9K 0.04% 348
2015
Q1 		$421K Sell
6,750
-188
-3% -$11.7K 0.05% 324
2014
Q4 		$404K Hold
6,938
– – 0.05% 302
2014
Q3 		$342K Hold
6,938
– – 0.05% 342
2014
Q2 		$358K Sell
6,938
-1,275
-16% -$64.5K 0.05% 319
2014
Q1 		$377K Sell
8,213
-1,237
-13% -$57.7K 0.07% 271
2013
Q4 		$415K Buy
+9,450
New +$445K 0.07% 266
2013
Q3 		– Sell
-15,600
Closed -$669K – 403
2013
Q2 		$669K Buy
+15,600
New +$690K 0.14% 171

Other funds holding LSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SII Investments's LSI Position: Q1 2018 in Review

SII Investments sold out of Life Storage, Inc. (LSI) in Q1 2018, closing a stake of 3,338 shares — an estimated $200K sold.

SII Investments first reported a position in LSI in Q2 2013 and held it in 16 quarters. The position peaked at $669K in Q2 2013. 266 funds tracked by Wall St. Rank hold LSI as of Q1 2018.

  • SII Investments reported no remaining Life Storage, Inc. position as of Q1 2018 after selling out during the quarter.
  • SII Investments sold 3,338 Life Storage, Inc. shares in Q1 2018, an estimated $200K.
  • SII Investments first reported a position in Life Storage, Inc. in Q2 2013 and held it in 16 quarters.
  • SII Investments's Life Storage, Inc. position peaked at $669K in Q2 2013.
  • 266 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q1 2018.

Based on SII Investments's 13F filing for Q1 2018.