ZTNA
LSI

Zions Trust National Association’s Life Storage, Inc. LSI Stock Holding History

Zions Trust National Association’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
2014
Q4 		$44K Hold
750
– – 0.06% 104
2014
Q3 		$37K Hold
750
– – 0.05% 104
2014
Q2 		$39K Hold
750
– – 0.05% 105
2014
Q1 		$37K Hold
750
– – 0.05% 110
2013
Q4 		$33K Hold
750
– – 0.05% 111
2013
Q3 		$38K Hold
750
– – 0.06% 104
2013
Q2 		$32K Buy
+750
New +$33.1K 0.05% 111

Other funds holding LSI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SAMC
Shinko Asset Management Company Tokyo, Japan $14.7B AUM 18.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Zions Trust National Association's LSI Position: Q4 2014 in Review

Zions Trust National Association held its Life Storage, Inc. (LSI) position steady in Q4 2014 at 750 shares worth $44K. The position accounts for 0.06% of the portfolio, ranked #104.

Zions Trust National Association first reported a position in LSI in Q2 2013 and has held it in 7 quarters since. 225 funds tracked by Wall St. Rank hold LSI as of Q4 2014.

  • Zions Trust National Association held 750 shares of Life Storage, Inc. worth $44K as of Q4 2014.
  • Zions Trust National Association left its Life Storage, Inc. share count unchanged in Q4 2014.
  • Life Storage, Inc. made up 0.06% of Zions Trust National Association's portfolio in Q4 2014, its #104 holding.
  • Zions Trust National Association first reported a position in Life Storage, Inc. in Q2 2013 and has held it in 7 quarters since.
  • 225 funds tracked by Wall St. Rank held Life Storage, Inc. as of Q4 2014.

Based on Zions Trust National Association's 13F filing for Q4 2014, filed 12 Jan 2015.