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

WFG 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
2017 Q2	$781K	Buy	15,815 +3,788	+31%	+$197K	0.18%	135
2017 Q1	$658K	Buy	12,027 +11,620	+2,855%	+$651K	0.18%	132
2016 Q4	$23K	Buy	407 +2	+0.5%	+$111	0.01%	903
2016 Q3	$24K	Buy	405 +3	+0.7%	+$192	0.01%	910
2016 Q2	$28K	Buy	402 +1	+0.2%	+$73	0.01%	845
2016 Q1	$31K	Buy	401 +2	+0.5%	+$146	0.01%	789
2015 Q4	$29K	Buy	399 +1	+0.3%	+$67	0.01%	812
2015 Q3	$25K	Buy	398 +3	+0.8%	+$186	0.01%	832
2015 Q2	$23K	Buy	395 +183	+86%	+$11K	0.01%	940
2015 Q1	$13K	Buy	212 +2	+1%	+$124	﹤0.01%	1132
2014 Q4	$12K	Buy	210 +1	+0.5%	+$56	﹤0.01%	1401
2014 Q3	$10K	Buy	209 +2	+1%	+$103	﹤0.01%	1504
2014 Q2	$11K	Buy	207 +3	+1%	+$152	﹤0.01%	1465
2014 Q1	$10K	Buy	204 +1	+0.5%	+$47	﹤0.01%	1472
2013 Q4	$9K	Buy	+203	New	+$9.57K	﹤0.01%	1617

Other funds holding LSI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return