U
LSI

UBS’s Life Storage, Inc. LSI Stock Holding History

UBS’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
2014
Q3 		$1.11M Sell
22,410
-2,082
-9% -$107K ﹤0.01% 3481
2014
Q2 		$1.26M Buy
24,492
+1,828
+8% +$92.5K ﹤0.01% 3332
2014
Q1 		$1.11M Sell
22,664
-9,271
-29% -$432K ﹤0.01% 3387
2013
Q4 		$1.39M Buy
31,935
+2,665
+9% +$126K ﹤0.01% 3186
2013
Q3 		$1.48M Sell
29,270
-8,629
-23% -$405K ﹤0.01% 2909
2013
Q2 		$1.64M Buy
+37,899
New +$1.68M ﹤0.01% 2770

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 18.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS's LSI Position: Q3 2014 in Review

UBS reduced its Life Storage, Inc. (LSI) stake by 8.5% in Q3 2014, selling an estimated $107K and leaving 22,410 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #3481.

UBS first reported a position in LSI in Q2 2013 and has held it in 6 quarters since. The position peaked at $1.64M in Q2 2013. 228 funds tracked by Wall St. Rank hold LSI as of Q3 2014.

  • UBS held 22,410 shares of Life Storage, Inc. worth $1.11M as of Q3 2014.
  • UBS sold 2,082 Life Storage, Inc. shares in Q3 2014, an estimated $107K.
  • Life Storage, Inc. made up ﹤0.01% of UBS's portfolio in Q3 2014, its #3481 holding.
  • UBS first reported a position in Life Storage, Inc. in Q2 2013 and has held it in 6 quarters since.
  • UBS's Life Storage, Inc. position peaked at $1.64M in Q2 2013.
  • 228 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.