TFA
LSI

Toth Financial Advisory’s Life Storage, Inc. LSI Stock Holding History

Toth Financial Advisory’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
-548
Closed -$33K – 472
2017
Q4 		$33K Buy
+548
New +$31.5K 0.01% 236

Other funds holding LSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Toth Financial Advisory's LSI Position: Q1 2018 in Review

Toth Financial Advisory sold out of Life Storage, Inc. (LSI) in Q1 2018, closing a stake of 548 shares — an estimated $33K sold.

Toth Financial Advisory first reported a position in LSI in Q4 2017 and held it in 1 quarter. The position peaked at $33K in Q4 2017. 266 funds tracked by Wall St. Rank hold LSI as of Q1 2018.

  • Toth Financial Advisory reported no remaining Life Storage, Inc. position as of Q1 2018 after selling out during the quarter.
  • Toth Financial Advisory sold 548 Life Storage, Inc. shares in Q1 2018, an estimated $33K.
  • Toth Financial Advisory first reported a position in Life Storage, Inc. in Q4 2017 and held it in 1 quarter.
  • Toth Financial Advisory's Life Storage, Inc. position peaked at $33K in Q4 2017.
  • 266 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q1 2018.

Based on Toth Financial Advisory's 13F filing for Q1 2018, filed 25 Apr 2018.