Telemus Capital’s Life Storage, Inc. LSI Stock Holding History

Telemus Capital’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
2019 Q2	–	Sell	-4,500	Closed	-$292K	–	440
2019 Q1	$292K	Hold	4,500	–	–	0.02%	339
2018 Q4	$279K	Hold	4,500	–	–	0.02%	333
2018 Q3	$285K	Hold	4,500	–	–	0.02%	372
2018 Q2	$292K	Hold	4,500	–	–	0.02%	365
2018 Q1	$251K	Hold	4,500	–	–	0.02%	377
2017 Q4	$267K	Hold	4,500	–	–	0.02%	371
2017 Q3	$245K	Hold	4,500	–	–	0.03%	295
2017 Q2	$222K	Hold	4,500	–	–	0.02%	332
2017 Q1	$246K	Sell	4,500 -4,500	-50%	-$252K	0.03%	305
2016 Q4	$512K	Buy	+9,000	New	+$499K	0.07%	193
2016 Q3	–	Sell	-14,238	Closed	-$996K	–	356
2016 Q2	$996K	Buy	14,238 +412	+3%	+$29.9K	0.12%	148
2016 Q1	$1.09M	Buy	+13,826	New	+$1.01M	0.18%	117

Other funds holding LSI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 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 $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Telemus Capital's LSI Position: Q2 2019 in Review

Telemus Capital sold out of Life Storage, Inc. (LSI) in Q2 2019, closing a stake of 4,500 shares — an estimated $292K sold.

Telemus Capital first reported a position in LSI in Q1 2016 and held it in 12 quarters. The position peaked at $1.09M in Q1 2016. 302 funds tracked by Wall St. Rank hold LSI as of Q2 2019.

Telemus Capital reported no remaining Life Storage, Inc. position as of Q2 2019 after selling out during the quarter.
Telemus Capital sold 4,500 Life Storage, Inc. shares in Q2 2019, an estimated $292K.
Telemus Capital first reported a position in Life Storage, Inc. in Q1 2016 and held it in 12 quarters.
Telemus Capital's Life Storage, Inc. position peaked at $1.09M in Q1 2016.
302 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q2 2019.

Based on Telemus Capital's 13F filing for Q2 2019, filed 9 Aug 2019.