SM
LSI

Stratton Management’s Life Storage, Inc. LSI Stock Holding History

Stratton Management’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
2015
Q3 		– Sell
-40,500
Closed -$2.35M – 305
2015
Q2 		$2.35M Hold
40,500
– – 0.1% 197
2015
Q1 		$2.54M Hold
40,500
– – 0.1% 198
2014
Q4 		$2.35M Hold
40,500
– – 0.1% 192
2014
Q3 		$2.01M Hold
40,500
– – 0.09% 204
2014
Q2 		$2.09M Hold
40,500
– – 0.09% 206
2014
Q1 		$1.98M Hold
40,500
– – 0.09% 198
2013
Q4 		$1.76M Hold
40,500
– – 0.08% 211
2013
Q3 		$2.04M Hold
40,500
– – 0.11% 191
2013
Q2 		$1.75M Buy
+40,500
New +$1.79M 0.1% 191

Other funds holding LSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Stratton Management's LSI Position: Q3 2015 in Review

Stratton Management sold out of Life Storage, Inc. (LSI) in Q3 2015, closing a stake of 40,500 shares — an estimated $2.35M sold.

Stratton Management first reported a position in LSI in Q2 2013 and held it in 9 quarters. The position peaked at $2.54M in Q1 2015. 255 funds tracked by Wall St. Rank hold LSI as of Q3 2015.

  • Stratton Management reported no remaining Life Storage, Inc. position as of Q3 2015 after selling out during the quarter.
  • Stratton Management sold 40,500 Life Storage, Inc. shares in Q3 2015, an estimated $2.35M.
  • Stratton Management first reported a position in Life Storage, Inc. in Q2 2013 and held it in 9 quarters.
  • Stratton Management's Life Storage, Inc. position peaked at $2.54M in Q1 2015.
  • 255 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2015.

Based on Stratton Management's 13F filing for Q3 2015, filed 6 Nov 2015.