YWP
LSI

YorkBridge Wealth Partners’s Life Storage, Inc. LSI Stock Holding History

YorkBridge Wealth Partners’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
Q1 		– Sell
-150
Closed -$8K – 932
2016
Q4 		$8K Buy
+150
New +$8.31K ﹤0.01% 637

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LIMS
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Massachusetts Financial Services
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BC
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YorkBridge Wealth Partners's LSI Position: Q1 2017 in Review

YorkBridge Wealth Partners sold out of Life Storage, Inc. (LSI) in Q1 2017, closing a stake of 150 shares — an estimated $8K sold.

YorkBridge Wealth Partners first reported a position in LSI in Q4 2016 and held it in 1 quarter. The position peaked at $8K in Q4 2016. 279 funds tracked by Wall St. Rank hold LSI as of Q1 2017.

  • YorkBridge Wealth Partners reported no remaining Life Storage, Inc. position as of Q1 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 150 Life Storage, Inc. shares in Q1 2017, an estimated $8K.
  • YorkBridge Wealth Partners first reported a position in Life Storage, Inc. in Q4 2016 and held it in 1 quarter.
  • YorkBridge Wealth Partners's Life Storage, Inc. position peaked at $8K in Q4 2016.
  • 279 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q1 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2017, filed 5 May 2017.