WAM
LSI

Wealthspire Advisors (Maryland)’s Life Storage, Inc. LSI Stock Holding History

Wealthspire Advisors (Maryland)’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
-126
Closed -$8K – 2230
2019
Q1 		$8K Buy
126
+16
+15% +$1.02K ﹤0.01% 1646
2018
Q4 		$7K Hold
110
– – ﹤0.01% 1621
2018
Q3 		$7K Hold
110
– – ﹤0.01% 1691
2018
Q2 		$7K Hold
110
– – ﹤0.01% 1685
2018
Q1 		$6K Sell
110
-13
-11% -$710 ﹤0.01% 1777
2017
Q4 		$7K Buy
123
+33
+37% +$1.9K ﹤0.01% 1746
2017
Q3 		$5K Buy
90
+33
+58% +$1.66K ﹤0.01% 1811
2017
Q2 		$3K Hold
57
– – ﹤0.01% 1928
2017
Q1 		$3K Buy
+57
New +$3.19K ﹤0.01% 1645

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PI
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
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s LSI Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Life Storage, Inc. (LSI) in Q2 2019, closing a stake of 126 shares — an estimated $8K sold.

Wealthspire Advisors (Maryland) first reported a position in LSI in Q1 2017 and held it in 9 quarters. The position peaked at $8K in Q1 2019. 302 funds tracked by Wall St. Rank hold LSI as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Life Storage, Inc. position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 126 Life Storage, Inc. shares in Q2 2019, an estimated $8K.
  • Wealthspire Advisors (Maryland) first reported a position in Life Storage, Inc. in Q1 2017 and held it in 9 quarters.
  • Wealthspire Advisors (Maryland)'s Life Storage, Inc. position peaked at $8K in Q1 2019.
  • 302 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.