WCM
LSI

Whitener Capital Management’s Life Storage, Inc. LSI Stock Holding History

Whitener Capital Management’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
2018
Q1 		– Sell
-258
Closed -$15K – 497
2017
Q4 		$15K Buy
+258
New +$14.8K 0.01% 290

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SCRM
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Whitener Capital Management's LSI Position: Q1 2018 in Review

Whitener Capital Management sold out of Life Storage, Inc. (LSI) in Q1 2018, closing a stake of 258 shares — an estimated $15K sold.

Whitener Capital Management first reported a position in LSI in Q4 2017 and held it in 1 quarter. The position peaked at $15K in Q4 2017. 266 funds tracked by Wall St. Rank hold LSI as of Q1 2018.

  • Whitener Capital Management reported no remaining Life Storage, Inc. position as of Q1 2018 after selling out during the quarter.
  • Whitener Capital Management sold 258 Life Storage, Inc. shares in Q1 2018, an estimated $15K.
  • Whitener Capital Management first reported a position in Life Storage, Inc. in Q4 2017 and held it in 1 quarter.
  • Whitener Capital Management's Life Storage, Inc. position peaked at $15K in Q4 2017.
  • 266 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q1 2018.

Based on Whitener Capital Management's 13F filing for Q1 2018, filed 23 Apr 2018.