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 $6.73T AUM 46.02% 1-Year Est. Return

SCRM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

WFG Advisors's LSI Position: Q2 2017 in Review

WFG Advisors increased its Life Storage, Inc. (LSI) stake by 31% in Q2 2017, buying an estimated $197K and bringing the position to 15,815 shares worth $781K. The position accounts for 0.18% of the portfolio, ranked #135.

WFG Advisors first reported a position in LSI in Q4 2013 and has held it in 15 quarters since. 264 funds tracked by Wall St. Rank hold LSI as of Q2 2017.

WFG Advisors held 15,815 shares of Life Storage, Inc. worth $781K as of Q2 2017.
WFG Advisors bought 3,788 Life Storage, Inc. shares in Q2 2017, an estimated $197K.
Life Storage, Inc. made up 0.18% of WFG Advisors's portfolio in Q2 2017, its #135 holding.
WFG Advisors first reported a position in Life Storage, Inc. in Q4 2013 and has held it in 15 quarters since.
264 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.