WA
LSI

WESPAC Advisors’s Life Storage, Inc. LSI Stock Holding History

WESPAC Advisors’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
2016
Q3 		– Sell
-8,685
Closed -$607K – 130
2016
Q2 		$607K Buy
8,685
+915
+12% +$66.4K 0.63% 65
2016
Q1 		$611K Buy
+7,770
New +$566K 0.76% 54

Other funds holding LSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

WESPAC Advisors's LSI Position: Q3 2016 in Review

WESPAC Advisors sold out of Life Storage, Inc. (LSI) in Q3 2016, closing a stake of 8,685 shares — an estimated $607K sold.

WESPAC Advisors first reported a position in LSI in Q1 2016 and held it in 2 quarters. The position peaked at $611K in Q1 2016. 300 funds tracked by Wall St. Rank hold LSI as of Q3 2016.

  • WESPAC Advisors reported no remaining Life Storage, Inc. position as of Q3 2016 after selling out during the quarter.
  • WESPAC Advisors sold 8,685 Life Storage, Inc. shares in Q3 2016, an estimated $607K.
  • WESPAC Advisors first reported a position in Life Storage, Inc. in Q1 2016 and held it in 2 quarters.
  • WESPAC Advisors's Life Storage, Inc. position peaked at $611K in Q1 2016.
  • 300 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q3 2016.

Based on WESPAC Advisors's 13F filing for Q3 2016, filed 18 Oct 2016.