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LSI

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

Wealthfront’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
2015
Q4 		– Sell
-282
Closed -$18K – 1143
2015
Q3 		$18K Buy
282
+94
+50% +$5.81K ﹤0.01% 794
2015
Q2 		$11K Buy
188
+108
+135% +$6.47K ﹤0.01% 812
2015
Q1 		$5K Buy
+80
New +$4.97K ﹤0.01% 810

Other funds holding LSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Wealthfront's LSI Position: Q4 2015 in Review

Wealthfront sold out of Life Storage, Inc. (LSI) in Q4 2015, closing a stake of 282 shares — an estimated $18K sold.

Wealthfront first reported a position in LSI in Q1 2015 and held it in 3 quarters. The position peaked at $18K in Q3 2015. 259 funds tracked by Wall St. Rank hold LSI as of Q4 2015.

  • Wealthfront reported no remaining Life Storage, Inc. position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 282 Life Storage, Inc. shares in Q4 2015, an estimated $18K.
  • Wealthfront first reported a position in Life Storage, Inc. in Q1 2015 and held it in 3 quarters.
  • Wealthfront's Life Storage, Inc. position peaked at $18K in Q3 2015.
  • 259 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.