WIC
LSI

Woodmont Investment Counsel’s Life Storage, Inc. LSI Stock Holding History

Woodmont Investment Counsel’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
Q4 		– Sell
-38
Closed -$2K – 650
2016
Q3 		$2K Buy
+38
New +$2.43K ﹤0.01% 668

Other funds holding LSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCRM
Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Woodmont Investment Counsel's LSI Position: Q4 2016 in Review

Woodmont Investment Counsel sold out of Life Storage, Inc. (LSI) in Q4 2016, closing a stake of 38 shares — an estimated $2K sold.

Woodmont Investment Counsel first reported a position in LSI in Q3 2016 and held it in 1 quarter. The position peaked at $2K in Q3 2016. 299 funds tracked by Wall St. Rank hold LSI as of Q4 2016.

  • Woodmont Investment Counsel reported no remaining Life Storage, Inc. position as of Q4 2016 after selling out during the quarter.
  • Woodmont Investment Counsel sold 38 Life Storage, Inc. shares in Q4 2016, an estimated $2K.
  • Woodmont Investment Counsel first reported a position in Life Storage, Inc. in Q3 2016 and held it in 1 quarter.
  • Woodmont Investment Counsel's Life Storage, Inc. position peaked at $2K in Q3 2016.
  • 299 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q4 2016.

Based on Woodmont Investment Counsel's 13F filing for Q4 2016, filed 13 Feb 2017.