WA
LSI

WealthTrust-Arizona’s Life Storage, Inc. LSI Stock Holding History

WealthTrust-Arizona’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
Q2 		– Sell
-23
Closed -$1K – 722
2014
Q1 		$1K Hold
23
– – ﹤0.01% 664
2013
Q4 		$1K Hold
23
– – ﹤0.01% 629
2013
Q3 		$1K Hold
23
– – ﹤0.01% 629
2013
Q2 		$1K Buy
+23
New +$1.02K ﹤0.01% 612

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 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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 $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WealthTrust-Arizona's LSI Position: Q2 2014 in Review

WealthTrust-Arizona sold out of Life Storage, Inc. (LSI) in Q2 2014, closing a stake of 23 shares — an estimated $1K sold.

WealthTrust-Arizona first reported a position in LSI in Q2 2013 and held it in 4 quarters. The position peaked at $1K in Q1 2014. 226 funds tracked by Wall St. Rank hold LSI as of Q2 2014.

  • WealthTrust-Arizona reported no remaining Life Storage, Inc. position as of Q2 2014 after selling out during the quarter.
  • WealthTrust-Arizona sold 23 Life Storage, Inc. shares in Q2 2014, an estimated $1K.
  • WealthTrust-Arizona first reported a position in Life Storage, Inc. in Q2 2013 and held it in 4 quarters.
  • WealthTrust-Arizona's Life Storage, Inc. position peaked at $1K in Q1 2014.
  • 226 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q2 2014.

Based on WealthTrust-Arizona's 13F filing for Q2 2014, filed 22 Jul 2014.