SAM
LSI

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

Symphony Asset 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
2013
Q4 		– Sell
-16,781
Closed -$847K – 499
2013
Q3 		$847K Sell
16,781
-4,788
-22% -$225K 0.09% 217
2013
Q2 		$931K Buy
+21,569
New +$953K 0.09% 207

Other funds holding LSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Symphony Asset Management's LSI Position: Q4 2013 in Review

Symphony Asset Management sold out of Life Storage, Inc. (LSI) in Q4 2013, closing a stake of 16,781 shares — an estimated $847K sold.

Symphony Asset Management first reported a position in LSI in Q2 2013 and held it in 2 quarters. The position peaked at $931K in Q2 2013. 211 funds tracked by Wall St. Rank hold LSI as of Q4 2013.

  • Symphony Asset Management reported no remaining Life Storage, Inc. position as of Q4 2013 after selling out during the quarter.
  • Symphony Asset Management sold 16,781 Life Storage, Inc. shares in Q4 2013, an estimated $847K.
  • Symphony Asset Management first reported a position in Life Storage, Inc. in Q2 2013 and held it in 2 quarters.
  • Symphony Asset Management's Life Storage, Inc. position peaked at $931K in Q2 2013.
  • 211 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q4 2013.

Based on Symphony Asset Management's 13F filing for Q4 2013, filed 11 Feb 2014.