WRF
LSI

Waddell & Reed Financial’s Life Storage, Inc. LSI Stock Holding History

Waddell & Reed Financial’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
Q2 		– Sell
-61,800
Closed -$3.44M – 581
2018
Q1 		$3.44M Sell
61,800
-105,675
-63% -$5.77M 0.01% 486
2017
Q4 		$9.95M Sell
167,475
-109,050
-39% -$6.27M 0.02% 416
2017
Q3 		$15.1M Sell
276,525
-318,600
-54% -$16M 0.03% 361
2017
Q2 		$29.4M Hold
595,125
– – 0.06% 305
2017
Q1 		$32.6M Sell
595,125
-88,500
-13% -$4.96M 0.07% 291
2016
Q4 		$38.9M Buy
683,625
+507,975
+289% +$28.2M 0.09% 252
2016
Q3 		$10.4M Buy
+175,650
New +$11.2M 0.02% 409

Other funds holding LSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Waddell & Reed Financial's LSI Position: Q2 2018 in Review

Waddell & Reed Financial sold out of Life Storage, Inc. (LSI) in Q2 2018, closing a stake of 61,800 shares — an estimated $3.44M sold.

Waddell & Reed Financial first reported a position in LSI in Q3 2016 and held it in 7 quarters. The position peaked at $38.9M in Q4 2016. 282 funds tracked by Wall St. Rank hold LSI as of Q2 2018.

  • Waddell & Reed Financial reported no remaining Life Storage, Inc. position as of Q2 2018 after selling out during the quarter.
  • Waddell & Reed Financial sold 61,800 Life Storage, Inc. shares in Q2 2018, an estimated $3.44M.
  • Waddell & Reed Financial first reported a position in Life Storage, Inc. in Q3 2016 and held it in 7 quarters.
  • Waddell & Reed Financial's Life Storage, Inc. position peaked at $38.9M in Q4 2016.
  • 282 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q2 2018.

Based on Waddell & Reed Financial's 13F filing for Q2 2018, filed 14 Aug 2018.