Summit Trail Advisors’s Life Storage, Inc. LSI Stock Holding History

Summit Trail Advisors’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	-78	Closed	-$5K	–	1796
2017 Q4	$5K	Buy	+78	New	+$4.48K	﹤0.01%	1443

Other funds holding LSI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

SCRM

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Trail Advisors's LSI Position: Q1 2018 in Review

Summit Trail Advisors sold out of Life Storage, Inc. (LSI) in Q1 2018, closing a stake of 78 shares — an estimated $5K sold.

Summit Trail Advisors first reported a position in LSI in Q4 2017 and held it in 1 quarter. The position peaked at $5K in Q4 2017. 266 funds tracked by Wall St. Rank hold LSI as of Q1 2018.

Summit Trail Advisors reported no remaining Life Storage, Inc. position as of Q1 2018 after selling out during the quarter.
Summit Trail Advisors sold 78 Life Storage, Inc. shares in Q1 2018, an estimated $5K.
Summit Trail Advisors first reported a position in Life Storage, Inc. in Q4 2017 and held it in 1 quarter.
Summit Trail Advisors's Life Storage, Inc. position peaked at $5K in Q4 2017.
266 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.