TFO
LSI

Tarbox Family Office’s Life Storage, Inc. LSI Stock Holding History

Tarbox Family Office’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
2020
Q1 		– Sell
-17
Closed -$1K – 1376
2019
Q4 		$1K Hold
17
– – ﹤0.01% 1092
2019
Q3 		$1K Sell
17
-7
-29% -$476 ﹤0.01% 1047
2019
Q2 		$2K Buy
+24
New +$1.54K ﹤0.01% 838

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Tarbox Family Office's LSI Position: Q1 2020 in Review

Tarbox Family Office sold out of Life Storage, Inc. (LSI) in Q1 2020, closing a stake of 17 shares — an estimated $1K sold.

Tarbox Family Office first reported a position in LSI in Q2 2019 and held it in 3 quarters. The position peaked at $2K in Q2 2019. 319 funds tracked by Wall St. Rank hold LSI as of Q1 2020.

  • Tarbox Family Office reported no remaining Life Storage, Inc. position as of Q1 2020 after selling out during the quarter.
  • Tarbox Family Office sold 17 Life Storage, Inc. shares in Q1 2020, an estimated $1K.
  • Tarbox Family Office first reported a position in Life Storage, Inc. in Q2 2019 and held it in 3 quarters.
  • Tarbox Family Office's Life Storage, Inc. position peaked at $2K in Q2 2019.
  • 319 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q1 2020.

Based on Tarbox Family Office's 13F filing for Q1 2020, filed 30 Apr 2020.