WA
LSI

Winfield Associates’s Life Storage, Inc. LSI Stock Holding History

Winfield Associates’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
-30
Closed -$2K – 704
2017
Q4 		$2K Hold
30
– – ﹤0.01% 702
2017
Q3 		$2K Hold
30
– – ﹤0.01% 638
2017
Q2 		$1K Sell
30
-53
-64% -$2.75K ﹤0.01% 829
2017
Q1 		$5K Hold
83
– – ﹤0.01% 477
2016
Q4 		$5K Buy
+83
New +$4.6K ﹤0.01% 440

Other funds holding LSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Winfield Associates's LSI Position: Q1 2018 in Review

Winfield Associates sold out of Life Storage, Inc. (LSI) in Q1 2018, closing a stake of 30 shares — an estimated $2K sold.

Winfield Associates first reported a position in LSI in Q4 2016 and held it in 5 quarters. The position peaked at $5K in Q1 2017. 266 funds tracked by Wall St. Rank hold LSI as of Q1 2018.

  • Winfield Associates reported no remaining Life Storage, Inc. position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 30 Life Storage, Inc. shares in Q1 2018, an estimated $2K.
  • Winfield Associates first reported a position in Life Storage, Inc. in Q4 2016 and held it in 5 quarters.
  • Winfield Associates's Life Storage, Inc. position peaked at $5K in Q1 2017.
  • 266 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.