SWP
LSI

Strategic Wealth Partners’s Life Storage, Inc. LSI Stock Holding History

Strategic Wealth Partners’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
Q2 		– Sell
-179
Closed -$10K – 843
2018
Q1 		$10K Sell
179
-421
-70% -$23K 0.01% 539
2017
Q4 		$36K Buy
+600
New +$34.5K 0.02% 250

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Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 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
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Strategic Wealth Partners's LSI Position: Q2 2018 in Review

Strategic Wealth Partners sold out of Life Storage, Inc. (LSI) in Q2 2018, closing a stake of 179 shares — an estimated $10K sold.

Strategic Wealth Partners first reported a position in LSI in Q4 2017 and held it in 2 quarters. The position peaked at $36K in Q4 2017. 282 funds tracked by Wall St. Rank hold LSI as of Q2 2018.

  • Strategic Wealth Partners reported no remaining Life Storage, Inc. position as of Q2 2018 after selling out during the quarter.
  • Strategic Wealth Partners sold 179 Life Storage, Inc. shares in Q2 2018, an estimated $10K.
  • Strategic Wealth Partners first reported a position in Life Storage, Inc. in Q4 2017 and held it in 2 quarters.
  • Strategic Wealth Partners's Life Storage, Inc. position peaked at $36K in Q4 2017.
  • 282 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q2 2018.

Based on Strategic Wealth Partners's 13F filing for Q2 2018, filed 4 Sep 2018.