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SAM
LSI
Solaris Asset Management’s
Life Storage, Inc.
LSI
Stock Holding History
Solaris Asset Management’s Portfolio
LSI Stock Details
LSI Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q1
–
Sell
-1,890
Closed
-$112K
–
184
2017
Q4
$112K
Buy
+1,890
New
+$109K
0.06%
124
2017
Q3
–
Sell
-2,513
Closed
-$124K
–
307
2017
Q2
$124K
Sell
2,513
-900
-26%
-$46.7K
0.08%
114
2017
Q1
$187K
Sell
3,413
-225
-6%
-$12.6K
0.12%
98
2016
Q4
$207K
Sell
3,638
-712
-16%
-$39.5K
0.13%
92
2016
Q3
$258K
Sell
4,350
-338
-7%
-$21.6K
0.16%
83
2016
Q2
$328K
Buy
4,688
+225
+5%
+$16.3K
0.24%
62
2016
Q1
$351K
Sell
4,463
-1,125
-20%
-$81.9K
0.25%
58
2015
Q4
$400K
Hold
5,588
–
–
0.27%
53
2015
Q3
$351K
Hold
5,588
–
–
0.28%
55
2015
Q2
$324K
Buy
5,588
+1,088
+24%
+$65.1K
0.2%
75
2015
Q1
$282K
Buy
4,500
+2,850
+173%
+$177K
0.17%
83
2014
Q4
$96K
Hold
1,650
–
–
0.06%
123
2014
Q3
$82K
Hold
1,650
–
–
0.05%
130
2014
Q2
$85K
Hold
1,650
–
–
0.06%
121
2014
Q1
$81K
Hold
1,650
–
–
0.06%
121
2013
Q4
$72K
Sell
1,650
-5,438
-77%
-$256K
0.05%
145
2013
Q3
$358K
Hold
7,088
–
–
0.26%
90
2013
Q2
$306K
Buy
+7,088
New
+$313K
0.25%
97
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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